My Portfolio / Every company I’ve owned /
$DDOG · Datadog
My position from Feb 2022 to Aug 2024 · 2 buys and 1 sell · sold out · Cybersecurity
What the pick did
0.7×
The stock in pounds, while I held it; 0.7× in dollars
S&P 500, same time1.3×
What my money did
0.8×
Pounds back (sold, still held and dividends) for every pound in, after costs
Sold · all of the money in0.8×
S&P 500, same buys and sells1.3×
Every decision
- 6 August 2024Sold
LLMs are likely to create commoditisation in the monitoring and observability space, eroding DDOG's moat
- 22 April 2022Bought
No note
- 9 February 2022Bought
Initial position prior to earnings
On the podcast and in writing
In percentages and multiples, as one portfolio. Past performance is not a guide to future returns. Nothing here is financial advice, and I may buy or sell at any time.