For the first time in a long time, Datadog is looking very appealing again. CB still sitting just over $30, but the valuation is way better now at $80. Company is performing top 99% of SaaS right now, imho.
I love $DDOG and I think their strong execution and innovation are worth a premium. If this company goes on to 6x from here in the next decade, will it make much of a difference whether you bought at $80 or $90? :)
Agreed! Started a position earlier this year, and I’m adding $DDOG shares with every paycheck now. High quality growth, and consistently reporting 130% NRR. Customers continue to add additional products from their suite, which further embeds their offering into businesses.