Clouded Judgement | Jamin Ball | Substack

Another Data Trend I'm Watching This Year

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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…

May 13

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…

May 6

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…

Apr 29

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…

Apr 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…

Apr 15

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…

Apr 13

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…

Apr 8

Clouded Judgement

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