Clouded Judgement

Jamin Ball
Weekly data driven analysis of SaaS companies
Created 16 Jun 2020
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  • Clouded Judgement 10.15.21
    15 Oct 2021 • 2 min read • 34 0
    Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Top 10 EV / NTM Revenue Multiples Top 10 Weekly Share Price Movement Update on Multip...
  • Clouded Judgement 10.8.21
    08 Oct 2021 • 2 min read • 21 1
    Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Morgan Stanley Quarterly CIO Survey Snippet Each quarter Morgan Stanley releases a CI...
  • Clouded Judgement 10.1.21
    01 Oct 2021 • 4 min read • 26 1
    Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Impact of Interest Rates on Growth Software Stocks Many people have asked why rising ...
  • Clouded Judgement 9.24.21
    24 Sep 2021 • 2 min read • 28 3
    Analysis of the Week - SBC Benchmarking Stock Based Compensation (SBC) is a hidden cost in Non-GAAP financials of cloud software businesses. Incentivizing employees with equity over cash compensation ...
  • A Look Back at Q2 '21 Public Cloud Software Earnings
    21 Sep 2021 • 12 min read • 29 3
    Q2 earnings season for cloud businesses is now behind us. The 66 companies that I’ll discuss here (which is not an exhaustive list, but is still comprehensive) all reported quarterly earnings sometime...
  • GitLab: Benchmarking the S-1 Data
    17 Sep 2021 • 5 min read • 30 3
    Today GitLab their initial S-1 statement. A S-1 is a document companies file with the SEC in preparation for listing their shares on an exchange like the NYSE or NASDAQ. The document contains a pletho...
  • Clouded Judgement 9.17.21
    17 Sep 2021 • 2 min read • 25 0
    Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Top 10 EV / NTM Revenue Multiples Top 10 Weekly Share Price Movement Update on Multip...
  • Clouded Judgement 9.10.21
    10 Sep 2021 • 2 min read • 26 2
    Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Quarterly Reports Summary Top 10 EV / NTM Revenue Multiples Top 10 Weekly Share Price...
  • Clouded Judgement 9.3.21
    03 Sep 2021 • 2 min read • 25 0
    Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Quarterly Reports Summary Top 10 EV / NTM Revenue Multiples Top 10 Weekly Share Price...
  • Freshworks: Benchmarking the S-1 Data
    01 Sep 2021 • 5 min read • 25 2
    Recently Freshworks filed their initial S-1 statement. They will trade under the ticker FRSH. A S-1 is a document companies file with the SEC in preparation for listing their shares on an exchange lik...
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