Authority · 320 articles in the corpus
Jamin Ball
Articles
Showing 176–200 of 320
Earlier
· 25
- Clouded Judgement: SBC, Dilution, and SaaS Valuation Multiples
- Clouded Judgement: Mean Reversion in Cloud Software Valuations and Operating Metrics
- Clouded Judgement 6.24.22: SaaS Valuation Multiples and the Path to Profitability
- Clouded Judgement 6.17.22: SaaS Valuation Multiples in a Rising Rate Environment
- Clouded Judgement: SaaS Valuation Multiples in Rising Rate Environment (June 2022)
- Clouded Judgement: Consumption Pricing vs. SaaS Subscription Models in Economic Downturns
- Clouded Judgement: SaaS Valuation and Recession Resilience (May 27, 2022)
- Clouded Judgment: SaaS Valuation Analysis in a Risk-Off Market (May 2022)
- Clouded Judgement 5.13.22
- Clouded Judgement
- Clouded Judgement: Q1 GDP Recession Signals & SaaS Valuation Resilience
- Clouded Judgement: Q1 2022 SaaS Valuation Compression and Forward Guidance Risk
- Clouded Judgement
- Clouded Judgement: Q4 '21 Public Cloud Software Earnings Analysis
- Clouded Judgement
- Clouded Judgement
- Clouded Judgement: Inflation, Rate Risk, and SaaS Valuation Multiples
- Clouded Judgement
- Clouded Judgement: SaaS Valuation Multiples & Market Risk-Off Dynamics
- Clouded Judgement
- Clouded Judgement: COVID Pull Forward vs. Durable Trend in Cloud Software Valuations
- Clouded Judgement
- Clouded Judgement: SaaS Valuation in the Face of Fed Rate Hikes and Inflation
- Clouded Judgement
- Clouded Judgement: Cloud SaaS Valuation Multiple Compression & Fundamental Performance Disconnect