Substack · Clouded Judgement · Jamin Ball
Clouded Judgement 10.23.26 - AI Goes Vulnerability Hunting
Every week I’ll provide updates on the latest trends in cloud software companies.
Sector Deep Dives · 33 pieces · Latest: Oct 23, 2026
Software & SaaS
▲ 3 Bullish ▼ 1 Bearish · 29 No tone
Research, newest first
Substack · Clouded Judgement · Jamin Ball
Clouded Judgement 10.16.26 - The Diffusion Gap
Every week I’ll provide updates on the latest trends in cloud software companies.
Substack · Clouded Judgement · Jamin Ball
Clouded Judgement 10.9.26 - Cache Is the New Egress
Every week I’ll provide updates on the latest trends in cloud software companies.
Substack · Clouded Judgement · Jamin Ball
Clouded Judgement 10.2.26 - Decision Models: The Next Shoe to Drop
Every week I’ll provide updates on the latest trends in cloud software companies.
Substack · Clouded Judgement · Jamin Ball
Clouded Judgement 9.25.26 - Own the Interaction Layer
Every week I’ll provide updates on the latest trends in cloud software companies.
Substack · Clouded Judgement · Jamin Ball
Clouded Judgement 9.18.26 - AI's Three Mile Island
Every week I’ll provide updates on the latest trends in cloud software companies.
Substack · Clouded Judgement · Jamin Ball
Clouded Judgement 9.11.26 - Paying for the Curve
Every week I’ll provide updates on the latest trends in cloud software companies.
Substack · Compounding Your Wealth · Sergey
Q2 2026 SaaS Performance
Q2 2026 SaaS Deep Dive: Revenue Beats, DBNRR, CAC Payback, RDI Score, Margins, Valuation, SBC/Revenue, and Shareholder Dilution.
Substack · Clouded Judgement · Jamin Ball
Clouded Judgement - 8.28.26 - Zero Data Retention
Every week I’ll provide updates on the latest trends in cloud software companies.
Substack · Clouded Judgement · Jamin Ball
Clouded Judgement 8.21.26 - What Could Go Right?
Every week I’ll provide updates on the latest trends in cloud software companies.
Substack · Clouded Judgement · Jamin Ball
Clouded Judgement 8.14.26 - Useful Life
Every week I’ll provide updates on the latest trends in cloud software companies.
Substack · Elliot’s Musings · Elliot
An Early Read on Software Earnings: Everyone Beat, Half Got Sold
For the better part of two years, the argument about application software has been whether AI agents would eat seats.
Substack · West St. Investing
3 Stocks Trading at 25% Free Cash Flow Yields
Here's 3 interesting ideas I've come across recently that are trading at bargain prices: two software companies and a 200+ year old manufacturer.
Substack · Clouded Judgement · Jamin Ball
Clouded Judgement 8.7.26 - Custom Tokens
Every week I’ll provide updates on the latest trends in cloud software companies.
Substack · Darius Dark Investing · Darius
Software After the Storm
Peak fear wrote off an entire sector. Adobe and Salesforce kept compounding after the conversation moved on.
Substack · Clouded Judgement · Jamin Ball
Clouded Judgement 7.31.26 - AWS CapEx ROI
Every week I’ll provide updates on the latest trends in cloud software companies.
Substack · Clouded Judgement · Jamin Ball
Clouded Judgement 7.24.26 - The World Isn’t Zero Sum
Every week I’ll provide updates on the latest trends in cloud software companies.
Substack · Clouded Judgement · Jamin Ball
Clouded Judgement 7.17.26 - Open Weights, Closed Prices?
Every week I’ll provide updates on the latest trends in cloud software companies.
Substack · Clouded Judgement · Jamin Ball
Clouded Judgement 7.10.26 - Own Your Weights
Every week I’ll provide updates on the latest trends in cloud software companies.
Substack · 👀📈 CEOWatcher · CEO Watcher
CEO Watcher Q2'26 Insider Trading Report
Software insider purchases have been paying off and four industries to watch in Q3
Substack · Clouded Judgement · Jamin Ball
Clouded Judgement 7.3.26 - The End of Compute Scarcity? Not So Fast
Every week I’ll provide updates on the latest trends in cloud software companies.
Substack · Clouded Judgement · Jamin Ball
Clouded Judgement 6.26.26 - Time to Power
Every week I’ll provide updates on the latest trends in cloud software companies.
Substack · Clouded Judgement · Jamin Ball
Clouded Judgement 6.19.26 - Workflows are King
Every week I’ll provide updates on the latest trends in cloud software companies.
Substack · Clouded Judgement · Jamin Ball
Systems of Record Won the SaaS Era - Clearinghouses Will Win the Agents Era
Every week I’ll provide updates on the latest trends in cloud software companies.
Substack · Clouded Judgement · Jamin Ball
Clouded Judgement 6.5.26 - Where Are the American Open Source Models?
Every week I’ll provide updates on the latest trends in cloud software companies.
YouTube · Gregorio Hernández-IF y Dividendos
How to Invest in the Software Crisis with Confidence (With Real Examples)
Substack · Clouded Judgement · Jamin Ball
Clouded Judgement 5.29.26 - The Second Life of a GPU
Every week I’ll provide updates on the latest trends in cloud software companies.
Substack · Bullseye Research · Bullseye Investing
The Top Two Software Stocks That AI Can't Replace
SaaS that can't be replaced by AI so easily
Substack · Young Money by Jack Raines · Jack Raines
Software is Dead, Long Live Software
Some thoughts on the "AI kills software narrative" post-Figma earnings.
YouTube · Sohn Conference Foundation
What's Next for Software with Orlando Bravo
YouTube · StockAnalyticsAI
AMZN: Buy, Sell, or Hold? Deep Dive Analysis [Oct 2025]
YouTube · StockAnalyticsAI
FTNT: Is Fortinet's "Moat" Strong Enough? (2025 Analysis)
YouTube · The Patient Investor
Why Mohnish Pabrai Is Buying Constellation Software Stock
YouTube · Value Investing with Sven Carlin, Ph.D.
Buy CSU Stock For 3x by 2027, 6x by 2035 (Intrinsic Valuation)
YouTube · Drew Cohen
Broken Compounder or Rare Sale? Constellation Software Stock Explained
YouTube · Javier Acción, EAF
Resultados: Spotify, SAP, Vitec Software, Sdiptech, L’Oreal y Sector Lujo | Tu Dinero en Acción #135
Substack · Generative Value · Eric Flaningam
Q4 ‘25 Cloud Update (What’s going on with software?)
And what does it mean for the hyperscalers?
Institutional · T. Rowe Price
Markets weigh impact of AI on software sector
Software stocks have been hit by investor concerns that advances in agentic AI call into question the viability of traditional software company models.
Institutional · T. Rowe Price
Markets Weigh Impact of AI on Software Sector
Software stocks have been hit by investor concerns that advances in agentic AI call into question the viability of traditional software company models.
YouTube · Aria Radnia
The "Dying Compounder" | Constellation Software Stock Analysis
YouTube · UNRIVALED INVESTING
Constellation Software: ON SALE? HUGE BUY! CNSWF / CSU STOCK
YouTube · Intelligent Wealth Podcast
Adobe Stock Analysis 2025: Still a Compounder or Past Its Peak?
Substack · Alex of Rome Capital · Alex Feng
NCR Atleos (NATL NYSE)- the SaaS-like transformation of the ATM Industry
We see a 15% 3-year IRR even in our bear case, and 25-43% if things turns out brighter
Substack · Easy Value
SaaS Company At 4x Earnings With A Clear Upside Catalyst
Asymmetric bet on a dirt-cheap software stock