Clouded Judgement
Subscribe
Sign in
Home
Archive
About
Share this publication
Clouded Judgement
cloudedjudgement.substack.com
Copy link
Twitter
Facebook
Email
Clouded Judgement
Weekly data driven analysis of SaaS companies
By Jamin Ball · Launched 2 years ago
Subscribe
Login
About
Archive
Top posts
About
Archive
Authors
Login
Let me read it first
The Modern Data Cloud: Warehouse vs Lakehouse
Another Data Trend I'm Watching This Year
Jamin Ball
95
8
Share this post
The Modern Data Cloud: Warehouse vs Lakehouse
cloudedjudgement.substack.com
Copy link
Twitter
Facebook
Email
New
Top
Community
Clouded Judgement 6.24.22
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Free Cash Flow - How Much Does It…
Jamin Ball
Jun 24
25
6
Share this post
Clouded Judgement 6.24.22
cloudedjudgement.substack.com
Copy link
Twitter
Facebook
Email
Clouded Judgement 6.17.22
Most importantly - Warriors are CHAMPIONS! Go Dubs Two Competing Truths It’s an interesting point in time. I’ve never been more excited about the future…
Jamin Ball
Jun 17
32
6
Share this post
Clouded Judgement 6.17.22
cloudedjudgement.substack.com
Copy link
Twitter
Facebook
Email
Clouded Judgement 6.10.22
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Event Path for 2022 A few weeks ago I…
Jamin Ball
Jun 10
25
2
Share this post
Clouded Judgement 6.10.22
cloudedjudgement.substack.com
Copy link
Twitter
Facebook
Email
Clouded Judgement 6.3.22
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! **Please excuse any typos or…
Jamin Ball
Jun 3
38
3
Share this post
Clouded Judgement 6.3.22
cloudedjudgement.substack.com
Copy link
Twitter
Facebook
Email
Clouded Judgement 5.27.22
Have We Hit The Bottom? Follow Up from Last Week: Caveat to everything in this post - we can try to analyze fundamentals as much as possible (valuation…
Jamin Ball
May 27
40
2
Share this post
Clouded Judgement 5.27.22
cloudedjudgement.substack.com
Copy link
Twitter
Facebook
Email
Clouded Judgement 5.20.22
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Have We Hit The Bottom? Right now I…
Jamin Ball
May 20
29
2
Share this post
Clouded Judgement 5.20.22
cloudedjudgement.substack.com
Copy link
Twitter
Facebook
Email
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
32
5
Share this post
Clouded Judgement 5.13.22
cloudedjudgement.substack.com
Copy link
Twitter
Facebook
Email
See all
Clouded Judgement
Subscribe
About
Archive
Authors
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts