Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Recent IPOs A few folks have reached out asking why companies like Confluent, SentinelOne, and WalkMe are not included in my multiples analysis. The answer - NTM estimates represent the median consensus estimate of all sell-side analysts who cover the stock. After an IPO there is generally a research embargo of ~3 weeks (where I don’t have access to research, or the consensus estimates). As soon as research estimates are publicly available, consensus estimates will become available, and I’ll include recent IPOs in my weekly analysis.
Clouded Judgement 7.9.21
Clouded Judgement 7.9.21
Clouded Judgement 7.9.21
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Recent IPOs A few folks have reached out asking why companies like Confluent, SentinelOne, and WalkMe are not included in my multiples analysis. The answer - NTM estimates represent the median consensus estimate of all sell-side analysts who cover the stock. After an IPO there is generally a research embargo of ~3 weeks (where I don’t have access to research, or the consensus estimates). As soon as research estimates are publicly available, consensus estimates will become available, and I’ll include recent IPOs in my weekly analysis.