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Artwork for Clouded Judgement

Clouded Judgement

Jamin Ball

Weekly data driven analysis of SaaS companies

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues252SubscribersRead cloudedjudgement.substack.com

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#20

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
51
1

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
52
1

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
28
1

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
35
5

Authors

The writers behind this newsletter.

  • Jamin Ball

    Venture Capitalist investing in enterprise software businesses

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