Financial Metrics · 236 articles · Asked 0×
Comparable Company Analysis
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- Slides from the Balderton Version of Metrics That Matter in 2023 ·
- Musings on Markets: Good (Bad) Banks and Good (Bad) Investments: At the right price... ·
- Clouded Judgement 3.24.23 - Q4 2022 Earnings: Full Year 2023 Guidance vs Consensus & SaaS Valuation Multiples
- Clouded Judgement 3.10.23 - 2023 Guides for Consumption Software
- Clouded Judgement 3.3.23 - Thoughts on Consumption Software
- Clouded Judgement 2.24.23 - Is the Consumer Really that Strong?
- Clouded Judgement 2.17.23 - the "No-Landing," Datadog Quarter, and Some Data Behind Recent Rally
- Country Risk: Measures and Implications for Investment Valuation ·
- Clouded Judgement 2.10.23 - Hard Landing? Soft Landing? No Landing?
- Control, Complexity and Politics: Deconstructing the Adani Affair ·
- Clouded Judgement 2.3.23 - Thoughts on a Wild Start of the Year
- Musings on Markets: Tesla Valuation Disagreements and First Principles ·
- Clouded Judgement 1.27.23 - Azure Sets the Tone for Software with Q4 Report
- Tesla in 2023: A Return to Reality, The Start of the End or Time to Buy? ·
- Clouded Judgement 1.20.23 - Belt Tightening Double Whammy
- Clouded Judgement 1.13.23 - CPI Update and Early Look at '23 Budgets
- Clouded Judgment 1.6.23 - Estimate Cuts for Hyperscalers
- Data Update 1 for 2023: Setting the Table ·
- Clouded Judgement 12.30.22 - Year End Review + Dispersion
- Q3 2022 SaaS Earnings Review: Net New ARR Deceleration, Rising CAC Payback, and 2023 Estimate Revisions
- Clouded Judgement 12.16.22 - Inflation + Fed Update
- Clouded Judgement 12.9.22: SaaS Growth, Profitability, and Valuation Multiples Analysis
- Clouded Judgement: 2023 SaaS Guidance, Rate Expectations, and Valuation Multiples
- Clouded Judgement: Can You Beat the Market Investing in High-Multiple SaaS Companies?
- Clouded Judgement 11.11.22: SaaS Market Analysis and Valuation Multiples