Jonah’s Growth Stock Deep Dives

Jonah’s Growth Stock Deep Dives

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Jonah’s Growth Stock Deep Dives
Jonah’s Growth Stock Deep Dives
Deep dive on Datadog ($DDOG)

Deep dive on Datadog ($DDOG)

Jonah Lupton's avatar
Jonah Lupton
Aug 08, 2022
∙ Paid
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In addition to my Substack newsletter, I also run a Stocktwits room where I post my current holdings, buys & sells, investment models, technical analysis and market commentary for both my Investment Portfolio (long term, strong fundamentals, 20-30 holdings) and my Trading Portfolio (short term, strong technicals, 0-10 holdings). The two options are $15/month for the monthly plan [click here] or $150/year for the annual plan [click here].

Jonah's Stocktwits room


You can now signup for my new Substack called Jonah’s Trading Charts which is focused exclusively on the technicals — every day (usually pre-market) I’ll send out an email with my favorite trading charts/setups. You’ll also have access to my trading portfolio with current positions/sizes, entry/exit prices, profits/losses and much more. I’m also doing live charting and live trading 3-4 times per week.

Jonah's Trading Charts


Company: Datadog

Ticker: (DDOG)

Website: Datadog.com

IPO date: September 19, 2019

IPO price: $27

Current stock price: $113.29

Outstanding shares (diluted): 347 million

52 week high: $199.68 on November 17, 2021

52 week low: $81.12 on June 16, 2022

Market cap: $39.3 billion

Enterprise value: $38.4 billion

Headquarters: New York City, New York, United States

Number of employees: 3200+

Average price target from analysts: $147.54


Investor Relations [click here]

Q2 2022 Earnings Report [click here]

Q2 2022 Earnings Webcast [click here]

Q2 2022 Earnings Call Transcript [click here]

August 2022 Investor Presentation [click here]


I worked on the (DDOG) writeup with Dan, you can follow him at @10baggerdan

Outline

  1. Introduction

  2. Company Background

  3. Opportunity

  4. Technology

  5. Business Model

  6. Customers

  7. Competitive Advantages

  8. Management

  9. Culture

  10. Financials

  11. Key Metrics

  12. Risks

  13. Ownership

  14. Valuation

  15. Investment Model

  16. Analysts

  17. Technicals

  18. Conclusion

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