Authority · 320 articles in the corpus
Jamin Ball
Articles
Showing 151–175 of 320
Earlier
· 25
- Clouded Judgement 1.13.23 - CPI Update and Early Look at '23 Budgets
- Clouded Judgment 1.6.23 - Estimate Cuts for Hyperscalers
- Clouded Judgement 12.30.22 - Year End Review + Dispersion
- Q3 2022 SaaS Earnings Review: Net New ARR Deceleration, Rising CAC Payback, and 2023 Estimate Revisions
- Clouded Judgement 12.16.22 - Inflation + Fed Update
- Clouded Judgement 12.9.22: SaaS Growth, Profitability, and Valuation Multiples Analysis
- Clouded Judgement: 2023 SaaS Guidance, Rate Expectations, and Valuation Multiples
- Clouded Judgement: Can You Beat the Market Investing in High-Multiple SaaS Companies?
- Clouded Judgement 11.11.22: SaaS Market Analysis and Valuation Multiples
- Bonus Clouded Judgement - SaaS Valuation Multiples & Market Capitulation Analysis
- Clouded Judgement: November 2022 Cloud Software Market Analysis
- Clouded Judgment: SaaS Market Analysis & Hyperscaler Earnings Impact (Oct 28, 2022)
- Clouded Judgement 10.14.22: SaaS Valuation Multiples Amid Market Tail Risk
- Clouded Judgement 10.7.22: SaaS Valuation Multiples and Growth Correlation Analysis
- Clouded Judgement 9.30.22: SaaS Valuation Multiples and Enterprise Budget Outlook
- Clouded Judgement 9.23.22: SaaS Valuation Multiples in a Rising Rate Environment
- Clouded Judgement: Q2 2022 SaaS Earnings Analysis and Valuation Multiples
- Clouded Judgement 9.9.22: SaaS Valuation Dispersion and Q3 Market Trends
- Clouded Judgment: SaaS Valuation Compression and Macro Headwinds (September 2022)
- Clouded Judgement: SaaS Valuation Multiples and Macro Impact Analysis (August 2022)
- Clouded Judgement: Q2 2022 SaaS Earnings Analysis and Valuation Multiples
- Clouded Judgement 8.12.22
- Clouded Judgement: Bear Market Rally or Market Bottom? SaaS Valuation Analysis (August 2022)
- Clouded Judgement 7.22.22: SaaS Valuation & Recession Risk Analysis
- Clouded Judgement 7.15.22: SaaS Valuation and Recession Risk Analysis