Excellent DDOG Deep-Dive

Thought I’d share this excellent Datadog deep-dive I came across: https://softwarestackinvesting.com/datadog-ddog-stock-analys…

The author does a great job of breaking down the product, market opportunity, financials, and competition. He also draws insightful parallels between Datadog and Elastic, another stock he recently did a deep-dive on, with regards to their holistic approach to observability.