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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.
We added a new position in Datadog (DDOG) this quarter (see memo). Datadog is the...
— Eugene Ng
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Other investors who've written on Datadog Inc.
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...
Datadog ($DDOG) operates a cloud observability and security platform that enables organizations to monitor the performance, availability, and health of their digital applications and cloud infrastructure. Glass Lake Wealth...
More institutional theses from Vision Capital
Alphabet Inc. ($GOOGL) is a global technology powerhouse that operates ubiquitous digital platforms including Google Search, YouTube, Android, and Google Cloud Platform. The fund initiated...
The Trade Desk, Inc. ($TTD) operates an independent demand-side digital advertising platform enabling buyers to purchase programmatic ad inventory across digital channels. The manager liquidated...
MercadoLibre faced price pressure from Latin American macro concerns and a strengthening US dollar alongside heavy capital reinvestment. The fund believes...