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
SaaS Weekly
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
Jan
30
☁️ To BTFD, or not to BTFD
[Week 4, 2022] 📈 Cloud stocks rebound 0.6% in volatile week, 🐂/🐻 BTFD?, + ⚾ Inside Baseball. Let's begin 👉👉
5 min read
Jan
24
☁️ Superbubbles + other 2022 Predictions
[Week 3, 2022] 📉 Cloud stocks fell 6.8%, 🐻 The 4th Superbubble, + 🚀 Hunting for Mega-Trends. Let's begin 👉👉
5 min read