Authority · 320 articles in the corpus
Jamin Ball
Articles
Showing 101–125 of 320
Earlier
· 25
- Clouded Judgement: November 2023 Macro Update & SaaS Valuation Multiples Analysis
- Clouded Judgement: Q3 2023 SaaS Earnings Preview & Valuation Analysis
- Clouded Judgement: Net New ARR Rebound & AWS ReInvent 2023 Implications
- Clouded Judgement: AI Monetization Layers & SaaS Valuation Inflection
- Clouded Judgement: No Sign of Re-Acceleration in Software
- Clouded Judgement: Cloud Giants Q3 2023 Report & SaaS Valuation Reality Check
- Clouded Judgement: Hyperscaler Cloud Growth & SaaS Valuation Multiples Analysis
- Clouded Judgement: 2024 Budget Expectations & SaaS Valuation Multiples
- Clouded Judgement: Fed Rate Projections & SaaS Valuation Multiples
- Clouded Judgement: Interest Rate Risk & SaaS Valuation Compression
- Tabular: Turning Your Data Swamp into a Data Lakehouse with Apache Iceberg
- Clouded Judgement: Medium-Term Software Valuation Setup
- Clouded Judgement: A Look Back at Q2 '23 Public Cloud Software Earnings
- Clouded Judgement: Q2 2023 SaaS Earnings Recap & Valuation Multiple Analysis
- Clouded Judgement: Are Software Companies Over or Undervalued?
- Clouded Judgement: Klaviyo S-1 Benchmarking Analysis
- Clouded Judgement: Q2 SaaS Earnings Review & Valuation Multiple Analysis
- Clouded Judgement: Datadog Consumption Trends & SaaS Valuation Multiples
- Clouded Judgement: Cloud Giants Q2 Update
- Clouded Judgement: IPO Process Overview & Pricing Mechanics
- Clouded Judgement: Cloud Infrastructure Optimization Cycles & Soft Landing Macro Outlook
- Clouded Judgement: Are Software Companies Bad Businesses?
- Clouded Judgement: IPO Readiness Metrics & Software Market Drought
- Clouded Judgement: Rising Rates and SaaS Valuation Multiples
- Clouded Judgement: Q1 2023 SaaS Earnings Trends and Valuation Multiple Analysis