Nice writeup as usual! I'm curious as to your reasoning for holding a small position in datadog - it has slowed dramatically over the past few quarters from 61% revenue growth to 25% and most folks on Saul's board have ditched it, at least for now. Can you comment?
Nice writeup as usual! I'm curious as to your reasoning for holding a small position in datadog - it has slowed dramatically over the past few quarters from 61% revenue growth to 25% and most folks on Saul's board have ditched it, at least for now. Can you comment?