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Jamin Ball
jaminball
A new observability pillar is emerging: Data Observability Application teams have AppDynamics. Infrastructure teams have Datadog. Network teams have Cisco. What do data teams have? Nothing, yet.Data observability is coming,
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A trend I'm excited for this year: DataOps & the Analytical Engineer~10 years ago DevOps was born. The role of system admins and developers merged. Infrastructure became self-serveToday the role
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My biggest takeaway from Q3 cloud earnings? We REALLY saw cloud businesses ACCELEERATE. Since Covid began we heard anecdotal data of "digital transformations accelerating." But the data was never there.
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Appian has posted the 5th highest YTD returns of all cloud stocks this year yet they often get overlooked. Founded in the 90's, growing top line
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If you're a long term investor this market volatility shouldn't bother you Unless you thought these SaaS stocks would *only* benefit in a Covid world there's no reason to panic.
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Digital Transformation Reality Check: Not all SaaS companies have benefited from Covid! In fact, I'd argue only 3 (Zoom, Shopify, Fastly) have truly benefited. With Q2 earnings mostly under wraps,
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Growing into a Multiple: Graphing Shopify's NTM revenue multiple alongside share price going back to Jan 1 illustrates this concept. Normally the two are tightly correlated. However, during extreme growth
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We've seen some extraordinary IPO pops recently (change in IPO price to day 1 price). nCino popped 195%, Agora popped 153%, Lemonade popped 139%, and ZoomInfo popped 62%. Why is
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