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Clouded Judgement
Weekly data driven analysis of SaaS companies
By Jamin Ball · Launched 2 years ago
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The Modern Data Cloud: Warehouse vs Lakehouse
Another Data Trend I'm Watching This Year
Jamin Ball
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The Modern Data Cloud: Warehouse vs Lakehouse
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Clouded Judgement 5.13.22
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Update on Multiples Another big…
Jamin Ball
May 13
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Clouded Judgement 5.13.22
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Clouded Judgement 5.6.22
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! How Far Have We Fallen?? What a few…
Jamin Ball
May 6
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Clouded Judgement 5.6.22
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Clouded Judgement 4.29.22
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Negative GDP Growth?! Q1 GDP numbers…
Jamin Ball
Apr 29
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Clouded Judgement 4.29.22
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Clouded Judgement 4.22.22
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Q1 Earnings Season Kicks Off It feels…
Jamin Ball
Apr 22
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Clouded Judgement 4.22.22
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Clouded Judgement 4.15.22
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Macro Thoughts This week I’m excited…
Jamin Ball
Apr 15
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Clouded Judgement 4.15.22
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A Look Back at Q4 '21 Public Cloud Software Earnings
Q4 earnings season for cloud businesses is now behind us. The 70 companies that I’ll discuss here (which is not an exhaustive list, but is still…
Jamin Ball
Apr 13
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A Look Back at Q4 '21 Public Cloud Software Earnings
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Clouded Judgement 4.8.22
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Inflation Peaking? There was some…
Jamin Ball
Apr 8
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Clouded Judgement 4.8.22
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Clouded Judgement
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