In this week’s episode, Luke & Albert deep dive into Datadog ($DDOG), a ‘software as a service’ company providing monitoring for cloud-scale applications. The guys use all of the telescope lenses to decide whether this is a good investment at the current valuation.
We’d like to give specific thanks to Peter Offringa at Software Stack Investing, for his insights into Datadog. We use SSI as one of our key research sources when we’re looking at Software as a Service investment opportunities, and recommend that you take a look too.
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