Thanks for subscribing and welcome to the first issue of Clouded Judgement! What a time to be following SaaS businesses. Revenue multiples are at all time highs, the Nasdaq is at all time highs, and I can’t even remember the last time the VIX was below 20. In an otherwise turbulent equity capital markets, SaaS stocks have been a safe-haven. And I’m trying to make sense of it all! Going forward I’ll provide weekly updates on the latest trends in SaaS valuations, earnings announcements, and highlight any noteworthy news. Follow along to stay up to date! Special thanks to my good friend Connor Barnett who helped me come up with the name for the newsletter.
thanks for sharing.. great content....
Thank you re API. Excellent writeup
Thank you Jamin - this is fantastic!