Clouded Judgement
Subscribe
Sign in
Home
Archive
About
New
Top
Discussion
Clouded Judgement 11.25.22
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Hope everyone had a great…
Jamin Ball
Nov 25
28
1
Share this post
Clouded Judgement 11.25.22
cloudedjudgement.substack.com
Copy link
Twitter
Facebook
Email
Clouded Judgement 11.18.22
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Can You Beat the Market Investing…
Jamin Ball
Nov 18
43
4
Share this post
Clouded Judgement 11.18.22
cloudedjudgement.substack.com
Copy link
Twitter
Facebook
Email
Clouded Judgement 11.11.22
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! CPI Update Yesterday we got the…
Jamin Ball
Nov 11
24
1
Share this post
Clouded Judgement 11.11.22
cloudedjudgement.substack.com
Copy link
Twitter
Facebook
Email
Bonus Clouded Judgement - 11.4.22 (End of Day Update)
Lots of movement today, so thought I’d update the charts / tables for the days close. Today felt like a double whammy from the more hawkish Fed + market…
Jamin Ball
Nov 4
40
3
Share this post
Bonus Clouded Judgement - 11.4.22 (End of Day Update)
cloudedjudgement.substack.com
Copy link
Twitter
Facebook
Email
Clouded Judgement 11.4.22
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Fed Update On Wednesday the fed hiked…
Jamin Ball
Nov 4
27
Share this post
Clouded Judgement 11.4.22
cloudedjudgement.substack.com
Copy link
Twitter
Facebook
Email
Clouded Judgement 10.28.22
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Hyperscalers Report Quarterly…
Jamin Ball
Oct 28
31
2
Share this post
Clouded Judgement 10.28.22
cloudedjudgement.substack.com
Copy link
Twitter
Facebook
Email
Clouded Judgement 10.21.22
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Data Engineering Survey The folks at…
Jamin Ball
Oct 21
29
Share this post
Clouded Judgement 10.21.22
cloudedjudgement.substack.com
Copy link
Twitter
Facebook
Email
Clouded Judgement 10.14.22
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Tail Risk What a week. The WCLD index…
Jamin Ball
Oct 14
24
2
Share this post
Clouded Judgement 10.14.22
cloudedjudgement.substack.com
Copy link
Twitter
Facebook
Email
Clouded Judgement 10.7.22
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! High FCF Businesses Every week I post…
Jamin Ball
Oct 7
40
3
Share this post
Clouded Judgement 10.7.22
cloudedjudgement.substack.com
Copy link
Twitter
Facebook
Email
Clouded Judgement 9.30.22
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! MS CIO Survey There’s a lot of…
Jamin Ball
Sep 30
26
Share this post
Clouded Judgement 9.30.22
cloudedjudgement.substack.com
Copy link
Twitter
Facebook
Email
Clouded Judgement 9.23.22
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Fed Update This week the fed hiked…
Jamin Ball
Sep 23
29
1
Share this post
Clouded Judgement 9.23.22
cloudedjudgement.substack.com
Copy link
Twitter
Facebook
Email
A Look Back at Q2 '22 Public Cloud Software Earnings
Q2 earnings season for cloud businesses is now behind us. The 69 companies that I’ll discuss here (which is not an exhaustive list, but is still…
Jamin Ball
Sep 21
45
4
Share this post
A Look Back at Q2 '22 Public Cloud Software Earnings
cloudedjudgement.substack.com
Copy link
Twitter
Facebook
Email
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
