DDOG Analysis

https://drive.google.com/file/d/1ya3Qfy3VugrC5UuyPkoRTCyk9DG…

This is from the same guy who wrote the CRWD document I posted a few days ago. I have no relation with him, and I can not speak to his capability or accuracy. However, I think he writes pretty nice summaries. I found this to be the most complete single document I have seen for DDOG. And it’s free.

One new thing I learned from it - I had not previously noticed how little of their revenue comes from international. The author says it’s only 24% for 1H20.

Long DDOG < 1%

23 Likes

Hi AnalogKid70,

Could you please share where you “sign up” to receive these reports from SCM ? I tried Google search but only found SCM on LinkedIn.

Many Thanks, John

1 Like

https://seifelcapital.substack.com/p/datadog-inc-nasdaq-ddog…

6 Likes

Thanks AnalogKid70 & MercMrdr,

Have subscribed and look forward to receiving the reports from SCM. I currently subscribe to MF RB, TT and 7Investing. Always on the lookout for other sources of great information to help us be better investors.

KR, John

You sign up here: https://seifelcapital.substack.com/coming-soon?r=8g8ag&u…

Analogkid70, et.al.,

Do you know this analysts’ track record? I like his write up, that is to say, the way he parted the information about the company and industry.

Thanks
Gordon

"Analogkid70, et.al.,

Do you know this analysts’ track record? I like his write up, that is to say, the way he parted the information about the company and industry."

I only started following him recently. I have no history on which to judge him. I would treat him like you would a writer you might find on seeking alpha (with caution). Even if he is not right about his price predictions, his summary of the business and his identification of risks / opportunities are what I really like. For me, it is just one more piece of information to add to all the other sources of information - so don’t make a decision solely on what he (or any other single source) says. That is why I am constantly seeking more sources - bullish and bearish.

4 Likes

"Thanks AnalogKid70 & MercMrdr,

Have subscribed and look forward to receiving the reports from SCM. I currently subscribe to MF RB, TT and 7Investing. Always on the lookout for other sources of great information to help us be better investors.

KR, John"

Hi johshaw
What is TT?

Thanks,
Pravin

Ignore my previous question. It is TickerTarget