Jamin Ball
Jamin Ball is an investment partner at Altimeter Capital and the author of the Clouded Judgement newsletter, a weekly data-driven analysis of AI and software company valuations and operating metrics. He authors the Substack publication Clouded Judgement, which has over 89,000 subscribers and focuses on public Cloud/SaaS company valuation trends. Prior to joining Altimeter in 2021, he was a vice president at Redpoint Ventures on their growth fund and began his career as an analyst in Morgan Stanley's investment banking technology group.
“the median public software company at 4.8x next-twelve-month revenue, growing 13% a year. Companies growing faster than 22% trade at a 21.0x median, and the top five at 33.1x.”
AI-extracted from podcast / newsletter / paper summaries. May contain errors.