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Datadog: Potential To Grow Among Fortune 500 Clients
DDOGDatadog(DDOG) Seeking Alpha·2025-04-21 17:09

For me, Datadog, Inc. (NASDAQ: DDOG ) is the best investment tied to observability. The company has a good R&D department, it executes well land-and-expand and produces FCF with high efficiency. Compared to CrowdStrike it looks cheap. Considering the reverse DCF looks fairly valued. I rateI'm an Industrial Engineer. I read a lot of books and I'm very inspired by the quality investing branch. I look to buy and hold for the long term. Mainly focused on Tech stocksAnalyst’s Disclosure: I/we have a beneficial l ...