Thx for the After report summary’s. It’s really helpful. If you can tweet this on your time line that attracts more subscriptions and allows our community grow faster. I tweeted this link on my time line. No other seduce provide this kind of fast summary that I aware so far thx again
Thank you for the update and analysis. This is very helpful. I had similar thoughts about both earnings. I'm learning how to invest in hypergrowth companies and I feel that I'm making some progress when my analysis is similar to a veteran investor like yourself. I also reduced my ddog postion. I still like the company but not at a very high allocation. I'd like to increase my net position but gradually.
Strictly Business: Datadog and Cloudflare Earnings Recaps
Excellent summary thanks.
Really appreciate your writing and communication style. Very focused, to the point and digestible. Thanks
Thx for the After report summary’s. It’s really helpful. If you can tweet this on your time line that attracts more subscriptions and allows our community grow faster. I tweeted this link on my time line. No other seduce provide this kind of fast summary that I aware so far thx again
Great summary. Very easy to read. Really love the Strictly Business value so far.
Excellent value add analysis here Novice...thank you!!
Thank you for the update and analysis. This is very helpful. I had similar thoughts about both earnings. I'm learning how to invest in hypergrowth companies and I feel that I'm making some progress when my analysis is similar to a veteran investor like yourself. I also reduced my ddog postion. I still like the company but not at a very high allocation. I'd like to increase my net position but gradually.
Amazing summary! Thanks for all this great info and clear:m/ structured breakdown.
I’m wondering whether you’ve made any portfolio changes to both positions in light of these earnings?
Thanks again!
Great summary!🙏