Clouded Judgement

Jamin Ball’s weekly on cloud software — public comparables, EV/NTM revenue multiples and the occasional single-company deep dive. The recurring value is the multiples table: in early 2021 a median 47.2x EV/NTM revenue at ~29% growth, splitting hard at the 30%-growth line (19.8x below, 53.6x above).

This is the newsletter, not one issue. The Roam page held several issues stacked together; each has been split into its own long-read so it carries its own date, URL and notes, which is what makes them findable. This page is the index.

Issues captured

• Figma - Worth the Hype- Absolutely — 2021-02-08
• Clouded Judgement 2.5.21 — 2021-02-05
• Data Observability- The Next Monitoring Frontier — 2021-02-01