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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.
I used those proceeds to initiate a position in Datadog (DDOG), a software company that monitors performance for applications. I bought DataDog...
— Jim Krapfel
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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...