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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Observability and cloud monitoring platform Datadog, Inc. contributed to performance with the stock up 120.7% during the quarter after reporting its strongest results in years. Revenue accelerated to...
— Alex Umansky
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Other investors who've written on Datadog Inc.
Datadog, Inc. ($DDOG) provides a unified cloud observability, performance monitoring, and security software platform that helps enterprise engineers monitor critical cloud infrastructure and software stacks. The manager established...
Datadog stands out positively in the software sector, trading at 18x NTM sales with a projected sales growth of 46% and a headline EBITDA margin of 19%. The company&...
Datadog is considered the best business in its group, with a strong beat-and-raise performance, showing revenue up 36% and EPS 11% ahead. However, the stock...
More institutional theses from Baron Global Opportunity Fund
Leading cloud-native cybersecurity platform CrowdStrike Holdings, Inc. contributed to performance with the stock increasing 38.1%. The rapid progress...
Shopify Inc., a leading commerce platform for merchants of all sizes, contributed to performance with the stock up 29.9%. Second quarter results...
We initiated a new position in Coherent Corp., a leading designer, developer, and manufacturer of optical networking solutions to the data center and industrial markets. Coherent sells lasers,...