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
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