Why I'm Buying Datadog Stock RIGHT NOW | Episode #7

[@BrianFeroldiYT]

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[@FernandoLopezAU]

Hey Brians - A follow up to this video would be and show how you reflect/adjust when performance for high growth stocks changes.

[@NolanAntonucci]

Benjamin Buchanan's comment on PYPL at 8:56 was REALLY good. Wish more channels would call out the top comments from previous videos. Theses are strengthened through back and forth like this.

[@Bell2Bell_Fitness]

I tried finding his comment. I couldn’t find it. Know what it was?

[@BrianFeroldiYT]

Yeah, we loved it! We don't have all the answers. We present our argument and relish thoughful responses.

[@Artychaud]

I just passed my interview with Datadog and i got the offer :D

[@latribu3555]

How youve doing so far?

[@CheSquared]

can we get an update video after this week's earning? thanks

[@gratpieters8650]

Can you do one for Cloudflare? Would love to see you guys analysing the current state. Thanks for the video!

[@BrianFeroldiYT]

Hi Grat -- we have!

[@Damian-lz7hb]

Great job guys, have you covered Confluent? Ithink is interesting for future video, thanks

[@BrianFeroldiYT]

Much appreciated, Damian!

[@G14U]

25x sales and diluting shares at 100% isn’t an issue?

[@R3tr0v1ru5]

Expensive for a reason. This company is a machine.

[@G14U]

@@R3tr0v1ru5 so even though diluting shares by 100%/year compared to their 50% rev yearly growth while already at a p/s about 3-5 times what a normal ok ratio might be for growth…basically the math says it should produce negative returns…you’d buy because “this company is a machine” and disregard the valuation?

[@shaktisingh-bg6if]

Hey Brian. Thank you so much for such an insightful video. Just wondering if you can make one on draftking as well as so much money tied to that account. Not sure if I sell everything and move on

[@BrianFeroldiYT]

We can if there is demand :)

[@vikatakavi90]

I observed that you guys are buying a lot of SAAS based stocks Uipath Crowdstrike Ddog It would be great if you can summarize list of things we need to look at to analyze a saas business It will be helpful to build a circle of competence on this business type!

[@soup100]

DDOG is solid. I just won't be touching it until the Fed stops raising rates. Rising rates kill these young high growth stock valuations.

[@ownthegame3]

yes, their marketing costs as a % to sales have been dropping as revenue goes up.... amazing

[@youriwatson]

Such a great video! Thanks for the concise info and analysis

[@Jonathan-ez8tq]

Hell that could be a multi-bagger but sadely it is already overvalued, also lot of insider stock sales… 👀 PS ratio over 28 right now that is sick

[@matthewbell9683]

Great company with a bright future. It’s my largest holding and I expect it to remain that way for a long time.

[@BrianFeroldiYT]

Lots to like!

[@leweezo33]

Gonna buy a lil.. This is one of the best youtube channels for stocks and I don't nderstand why it is not bigger

[@BrianFeroldiYT]

We appreciate that Captinprivate!

[@SherlockMahomes99]

Lmao love the thumbnail Brian

[@BrianFeroldiYT]

ha! Thanks! i thought this one was fun

[@michaelmiddleton3311]

Thanks for this! Got this one in the "beat the Brians" contest. (-19.85% overall). Gonna wait for my real life purchase though. I don't think were done.

[@michaelmiddleton3311]

@Brian ㊉①④①④③⑥⑦⑦②⓪⑦ Will do in a bit.

[@BrianFeroldiYT]

Please don't respond to that last message -- it was spam

[@MeBee-fl2ow]

I have also DDOG CRWD NET but why dont you analyze more quality stocks such as INTU VEEV or BLK?

[@stoffelbrian]

How about this? kzbin.info/www/bejne/j3a2l5ijpqiSb80

[@weihuang7806]

Great stock, even better thumbnail. Well done, Brians

[@BrianFeroldiYT]

Thanks!

[@CC-lt2qt]

The thumbnail 😂

[@BrianFeroldiYT]

I had fun with this one!

[@123slimgym]

Are you guys worried that longterm as software becomes commoditized these high gross margin businesses will get severe margin compression?

[@BrianFeroldiYT]

It's something to watch and think about!

[@cordellsercye4032]

Will you do Robinhood?

[@BrianFeroldiYT]

An update? Perhaps, if there's demand!

[@freddiejonesy6168]

Great video!

[@BrianFeroldiYT]

Glad you enjoyed it Freddie!

[@user-pl5zx4sp5c]

Hi Brians, please please please consider reviewing : $CRM, $WDAY, $APPS, $RMNI, $DBX

[@BrianFeroldiYT]

We'll try!

[@oj3486]

The stock is not in your linked Portfolio at Commonstock

[@BrianFeroldiYT]

Correct. We put the videos out first, and then buy it AFTER the video comes out. This let's you know what we are doing in advance.

[@oj3486]

@@BrianFeroldiYT at the beginning of the Video you mention that both of you already own the stock 🤔 Strange concept..

[@AaOrtiz94]

@@oj3486 they already own it in their personal portfolios which they’ve had for years. They just started this Commonstock portfolio recently

[@oj3486]

@@AaOrtiz94 Oh, okay. Wasn‘t clear to me. Thanks for claryfying

[@Baker68]

i personally wont buy anything until its down to pre pandemic levels

[@DrCrypto-ash]

I bought Snapchat and will keep buying 🤡

[@zacksnyder4082]

You guys certainly like to peddle a bunch of terrible companies. DataDog is ridiculously overvalued. Similar to your other great recommendations like Unity, Shopify, and Atlassian. You guys don't even include valuation in your criteria while you give weight to something as dumb as a mission statement. 😂😂😂

[@domino6567]

Unfortunately this company is crap !