Description

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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• LinkedIn

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Special Guest: Jamin Ball.