Authority · 320 articles in the corpus
Jamin Ball
Articles
Showing 51–75 of 320
2025
· 11
- Clouded Judgement: Moats in the Age of AI
- Clouded Judgement: AI Grows the Size of the Prize
- Clouded Judgement: Q1 2025 SaaS Net New ARR and Valuation Multiple Analysis
- Clouded Judgement: Altimeter Leads Hammerspace's $100M Series B
- Clouded Judgement: Bond Market Volatility, Treasury Auctions, and SaaS Valuation Multiples
- Clouded Judgement: Q4 '24 Public Cloud Software Earnings Analysis
- Clouded Judgement: M&A Roars Back
- Clouded Judgement: Q4 2024 Software Earnings & SaaS Valuation Analysis
- Inference-Time Compute: The Next Paradigm Shift in AI Economics
- Clouded Judgement: December Inflation Data & SaaS Valuation Multiples
- Clouded Judgement: Rising Rates and SaaS Valuation Multiples in a High-Growth Environment
2024
· 14
- Clouded Judgement: Beat and No Raise? – SaaS Multiple Expansion Without Earnings Growth
- Clouded Judgement: Are Software Valuations Cheap or Expensive?
- ServiceTitan S-1 Filing: SaaS Benchmarking Analysis for Pre-IPO Home Services Platform
- Clouded Judgement: Market Rotation from Profitability Back to Growth
- Clouded Judgement: AI, CapEx, and SaaS Valuation in the Era of Rising Rates
- Clouded Judgement: Budget Flush and SaaS Valuation Dynamics
- Clouded Judgement: Q2 2024 Public Cloud Software Earnings Analysis
- Clouded Judgement: Fed Rate Cuts and SaaS Valuation Implications
- Clouded Judgement: 2024 SaaS Guidance Raises at Historic Lows
- OneStream: Benchmarking the S1 Data
- Clouded Judgement: Declining Growth in Public SaaS
- Clouded Judgement: Can Subscale Software Companies Go Public?
- Clouded Judgement: Q1 2024 Public Cloud Software Earnings Analysis
- Clouded Judgement: Is Seat-Based Pricing Dead?