Clouded Judgement
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! Top 10 EV / NTM Revenue Multiples To…
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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! Morgan Stanley Quarterly CIO Survey …
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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! Impact of Interest Rates on Growth S…
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Analysis of the Week - SBC Benchmarking Stock Based Compensation (SBC) is a hidden cost in Non-GAAP financials of cloud software businesses. Incentiviz…
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Q2 earnings season for cloud businesses is now behind us. The 66 companies that I’ll discuss here (which is not an exhaustive list, but is still compre…
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Today GitLab their initial S-1 statement. A S-1 is a document companies file with the SEC in preparation for listing their shares on an exchange like t…
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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! Top 10 EV / NTM Revenue Multiples To…
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Clouded Judgement


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