11/6/24 :: VROCKSTAR :: 
DDOG
probably a buy given HQ B2B is beating... raising...
- while 60x PE looks expensive, this is really such a HQ name that unless they guide poorly i'd expect a pretty big reaction to the upside
- part of me just cringes at these multiples. but 2% fcf yield for a 20-25% grower isn't "awful"
- honestly i don't see an alternative to this name in the market
- unclear if i'll be putting more on the line into print, but it's also a "US" and non Tariff related name, so i like that angle too
- thoughts?
V
DDOGprobably a buy given HQ B2B is beating... raising...
- while 60x PE looks expensive, this is really such a HQ name that unless they guide poorly i'd expect a pretty big reaction to the upside
- part of me just cringes at these multiples. but 2% fcf yield for a 20-25% grower isn't "awful"
- honestly i don't see an alternative to this name in the market
- unclear if i'll be putting more on the line into print, but it's also a "US" and non Tariff related name, so i like that angle too
- thoughts?
V
Penafian
Maklumat dan penerbitan adalah tidak dimaksudkan untuk menjadi, dan tidak membentuk, nasihat untuk kewangan, pelaburan, perdagangan dan jenis-jenis lain atau cadangan yang dibekalkan atau disahkan oleh TradingView. Baca dengan lebih lanjut di Terma Penggunaan.
Penafian
Maklumat dan penerbitan adalah tidak dimaksudkan untuk menjadi, dan tidak membentuk, nasihat untuk kewangan, pelaburan, perdagangan dan jenis-jenis lain atau cadangan yang dibekalkan atau disahkan oleh TradingView. Baca dengan lebih lanjut di Terma Penggunaan.