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Clouded Judgement

Jamin Ball

Weekly data driven analysis of SaaS companies

PricingOnly free issuesPublishesWeekly

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Clouded Judgement 4.5.24 - Hype Rounds vs Fundamental Rounds + Macro Update

Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date!

13 days ago

Rubrik: Benchmarking the S-1 Data

Recently Rubrik their initial S1 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 plethora of information on the company inclu...

14 days ago

Clouded Judgement 3.29.24 - Q4 Earnings

Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date!

20 days ago

Clouded Judgement 3.22.24 - ERR vs ARR and the Conundrum of AI Revenue Streams Today

Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date!

a month ago


The writers behind this newsletter.

  • Jamin Ball

    Venture Capitalist investing in enterprise software businesses

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