Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Q1 Earnings Season Kicks Off It feels like we just got out of Q4 earnings season, and yet we’re already at the start of Q1 earnings season. There’s two things I’m looking out for:
The multiple compression happening out there is breathtaking. So many of these names have been public for years now and are at steep discounts to their IPO prices despite positive fundamental success in the meantime. Many are more de-risked, better funded and more competitively dominant than they have ever been, but still have compressed in terms of multiple in an extreme way.
Hi Jamin - could you include LiveRamp in your ongoing analysis? I'd be interested to see how it stacks up
The multiple compression happening out there is breathtaking. So many of these names have been public for years now and are at steep discounts to their IPO prices despite positive fundamental success in the meantime. Many are more de-risked, better funded and more competitively dominant than they have ever been, but still have compressed in terms of multiple in an extreme way.
Big fan of Clouded Judgement, thank you Jamin!