Episode 411: Jamin Ball on Cloud Earnings

Published: April 21, 2023, 5:30 a.m.

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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Special Guest: Jamin Ball.