Q3 earnings season for cloud businesses is now behind us. The 67 companies that I’ll discuss here (which is not an exhaustive list, but is still comprehensive) all reported quarterly earnings sometime between October 20 – December 8 9. In addition to the companies analyzed in the
Jamin, thank you for these posts! On the two week stock price reaction, did you market adjust that data? Looks like all the Sept quarter ends were favorable and all the October quarter ends were unfavorable. Thanks again!
Thank you, Jamin. Enjoying the posts greatly. I discovered these this weekend and have read 5 posts already. Looking forward to catching up and reading all in January.
Suggestion: Would be great if you can add the revenue multiple each company is trading at to the data set at the end. I know it can be deduced, but would make for easier analysis at the end.
Jamin- Thank you for your great posts and this year end wrap up is great. You say to ask for coverage of other stocks- ANET and PANW are of interest and would seem to fit in with the group you are currently covering.
Jamin - Awesome report! Clear and comprehensive. Very helpful in separating the best in class from the rest, and as a guide to track the performance of the companies I own. I’ve enjoyed your work ever since hearing you on Motley Fool with Brian Feroldi and Brian Stoffel. All the best in 2022. Al
Jamin, thank you for these posts! On the two week stock price reaction, did you market adjust that data? Looks like all the Sept quarter ends were favorable and all the October quarter ends were unfavorable. Thanks again!
Thank you, Jamin. Enjoying the posts greatly. I discovered these this weekend and have read 5 posts already. Looking forward to catching up and reading all in January.
Suggestion: Would be great if you can add the revenue multiple each company is trading at to the data set at the end. I know it can be deduced, but would make for easier analysis at the end.
Jamin- Thank you for your great posts and this year end wrap up is great. You say to ask for coverage of other stocks- ANET and PANW are of interest and would seem to fit in with the group you are currently covering.
Excellent! Thank you. Look forward to seeing your analysis on confluent in the future.
Jamin - Awesome report! Clear and comprehensive. Very helpful in separating the best in class from the rest, and as a guide to track the performance of the companies I own. I’ve enjoyed your work ever since hearing you on Motley Fool with Brian Feroldi and Brian Stoffel. All the best in 2022. Al