Jun
20
☁️ Brex ditches SMBs
[Week 24, 2022] 📉 Cloud stocks fall 5.3%, 💸 Brex-it, and 📉 tech layoff tracker. Let's begin 👇
Cloud stocks continued
4 min read
Thomas Robb
Thomas works in Corporate Finance at Celonis and is a former Morgan Stanley SaaS Analyst. He researches and analyzes ☁ metrics, strategy and public markets.
Jun
12
☁️ Parker Conrad is Back
[Week 23, 2022] 📉 Cloud stocks plummet 7.5%, 🔥 Inflation sucks, and 🚀 Rippling is the CRM of HR data.
9 min read
Jun
02
☁️ State of Cloud May 2022
[Week 21, 2022] 📈 Cloud ripped 5.5%, 💰 Software = first-lien debt, and 💫 full circle on multiples. Let's Begin 👇
4 min read
May
22
☁️ Chewing Gravel
[Week 20, 2022] 📉 Cloud stocks continued to retreat 2.5%, 🤔 Will your business be impacted by a recession? and 💡 This is not 2000.
5 min read
May
15
☁️ Software is Eating Your 401k
[Week 19, 2022] 📉 Cloud stocks retreat 3.6%, 💰 Parker Conrad is back, and 🤔 a16z on down markets.
4 min read
Apr
09
☁️ Who is Barry McCarthy?
[Week 14, 2022] 📉 Cloud stocks dive 6.9% on rates and fed concerns, 🚲 Customer economics with Barry McCarthy.
4 min read
Mar
26
☁️ Week 12 Update
[Week 12, 2022] 📉 Cloud stocks fell 1.6%
Mar
19
☁️ Week 11 Update
[Week 11, 2022] 📈 Cloud stocks rip 15.4%
Mar
12
☁️ Week 10 Update
[Week 10, 2022] 📉 Cloud stocks declined 6.8%
Mar
05
☁️ Week 9 Update
[Week 9, 2022] 📉 Cloud stocks declined 7.2%
1 min read