Episode 411: Jamin Ball on Cloud Earnings
Brandon is joined by Jamin Ball, a partner at Altimeter Capital and the author of the "Clouded Judgement" newsletter. Together, they delve into the crucial financial metrics utilized in evaluating cloud-based enterprises and examine the standout performers in the fourth quarter of 2022.
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Show Notes
Brandon is joined by Jamin Ball, a partner at Altimeter Capital and the author of the "Clouded Judgement" newsletter. Together, they delve into the crucial financial metrics utilized in evaluating cloud-based enterprises and examine the standout performers in the fourth quarter of 2022.
Show Links
- A Look Back at Q4 '22 Public Cloud Software Earnings
- The Cloudcast, The Evolution of SaaS Business Models, Episode 708
- Clouded Judgement
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Special Guest: Jamin Ball.