Clouded Judgement

Jamin Ball
Weekly data driven analysis of SaaS companies
Created 16 Jun 2020
133
Posts
2,366
Likes
208
Comments
188
Mentions
  • Clouded Judgement 4.1.22
    01 Apr 2022 18 3
    Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Was the March Rally Real? Cloud software stocks hit a local minimum in mid-march and ...
  • Clouded Judgement 3.25.22
    25 Mar 2022 24 2
    Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Inflation - Transitory-ish or Something More? There's broadly two opinions out there ...
  • Clouded Judgement 3.18.22
    18 Mar 2022 15 0
    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 gave us an update on their plans for QT and rate hike...
  • Clouded Judgement 3.11.22
    11 Mar 2022 22 1
    Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Another week of heavy volatility in cloud software. The feeling in the market is comp...
  • Clouded Judgement 3.4.22
    04 Mar 2022 13 1
    Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! More Volatility This week came with more volatility - especially in high growth softw...
  • Clouded Judgement 2.25.22
    25 Feb 2022 19 4
    Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Digital Transformations vs Covid Pull Forward Reflecting on digital transformations v...
  • Clouded Judgement 2.18.22
    18 Feb 2022 15 0
    Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! More Volatility This week was another rocky one for cloud software stocks. A few nota...
  • Clouded Judgement 2.11.22
    11 Feb 2022 23 3
    Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Inflation…Rate Hikes…Recession? What Does It Mean For Cloud Software? Another very in...
  • Clouded Judgement 2.4.22
    04 Feb 2022 20 1
    Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Highlight of the Week - Cloud Earnings! What if I told you best in breed cloud busine...
  • Clouded Judgement 1.28.22
    28 Jan 2022 6 3
    Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Update on Multiples Another down week for cloud software. When looking at median mult...
  • View More on Substack »