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.
Not yet on NET. I missed the jump because I wanted to be sure of the numbers first, so I have the same share total at a 9.5% allocation. I could see adding to bump it to 10% or so if it pulls back but will wait a few days to see where it goes.
I trimmed DDOG today to 16.5%. I was no longer comfortable with it pushing 25% after this new info.
Thanks for asking, though I always give the disclaimer I can only comment on what I've done with my shares and not tell anyone else what to do. Good luck.
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
Thanks, Venu. I tweeted it this morning figuring it would see more eyeballs than if I sent it last night. Hopefully it did.
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!
Not yet on NET. I missed the jump because I wanted to be sure of the numbers first, so I have the same share total at a 9.5% allocation. I could see adding to bump it to 10% or so if it pulls back but will wait a few days to see where it goes.
I trimmed DDOG today to 16.5%. I was no longer comfortable with it pushing 25% after this new info.
Thanks for asking, though I always give the disclaimer I can only comment on what I've done with my shares and not tell anyone else what to do. Good luck.
Thanks, StockNovice. Did you buy anything with the proceeds? I’m thinking of trimming DDOG but don’t have anything screaming “buy me” right now.
Not yet, and I have the same issue. I'm content to wait for the next round of reports to see what presents itself.
Thank you 🙏
Great summary!🙏