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Jamin Ball

jaminball

Some great slides from the Crowdstrike investor briefing last week. A few call outs on what makes them such a great business, that others should aspire to:1. TAM Expansion: The

The fundamentals for cloud software continue to be excellent. Morgan Stanley released their quarterly CIO survey today. Highlights below:1. Growth expectations for CIO's budgets are rebounding faster than expected, with

Some cool updates from Zoom's Zoomtopia event today:1) OnZoom: An online events platform and marketplace. Users can create, host, monetize (and discover) events like fitness classes, concerts, music lessons, etc

A lot of people are asking about who I include in my "Tier 1" SaaS names, so here it goes (this is similar to the set of "Secular Growth Stars"

There was lots of worry heading into Q2 earnings for SaaS businesses that we were in a SaaS bubble, and that the SaaSpocalypse was right around the corner. Well, turns

Digital Transformations from Covid are accelerating rev growth in SaaS businesses!! Not so fast...The change in YoY growth rates from Q1 to Q2 tells a different story. Data below shows

Here's how "off" forward estimates are for the leading SaaS businesses (which to me implies the forward multiples are artificially inflated and these businesses will grow into their multiples much

The Twilio stock reaction after hours (down 5%) shouldn't surprise people. Estimates were low, and the expectation was a HUGE beat, which was priced into the current stock price. When