Clouded Judgement

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ServiceTitan: Benchmarking the S1 Data
Today ServiceTitan filed their initial S1 statement. A S-1 is a document companies file with the SEC in preparation for listing their shares on an…
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Jamin Ball
Clouded Judgement 11.14.24 - Market Tipping to Growth
Every week I’ll provide updates on the latest trends in cloud software companies.
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Jamin Ball
2
Clouded Judgement 11.8.24 - Q3 Earnings + Fed Update
Every week I’ll provide updates on the latest trends in cloud software companies.
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Jamin Ball
2
Clouded Judgement 11.1.24 - Amazon, Google, Microsoft & Meta on AI and CapEx
Every week I’ll provide updates on the latest trends in cloud software companies.
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Jamin Ball
1
Clouded Judgement 10.25.24 - Misaligned Incentives
Every week I’ll provide updates on the latest trends in cloud software companies.
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Jamin Ball
3
Clouded Judgement 10.18.24 - From Systems of Record to Systems of Intelligence
Every week I’ll provide updates on the latest trends in cloud software companies.
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Jamin Ball
3
Clouded Judgement 10.11.24 - Budget Flush
Every week I’ll provide updates on the latest trends in cloud software companies.
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Jamin Ball
3
Clouded Judgement
Clouded Judgement
Weekly data driven analysis of SaaS companies
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