Teladoc Health to merge with Livongo in $18.5B cash and stock deal
https://seekingalpha.com/news/3600630 
Does the news ALWAYS have to break in out of hours…? FFS.
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lol 
seems to be the pattern lol
I think it is on purpose so that the investors can see it before the market opens.
A bit like results being presented either before market opens or after it closes.
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Starting with a disclaimer, I also have no interest in buying datadog shares at this moment but…
Datadog is very big, they don’t have much competition either… well actually they do like NewRelic, AppDyn, IBM-APM etc. but none of them are close, and I can’t see a good reason to pick them over datadog for tracing and apm purposes.
Your “red flag” is a bit personal, well simply because your google search is personalised for you. When I google datadog, I don’t get a single stock related result. The first result is datadog site, a few articles, questions and answers about datadog on cruncbase, stackshare, aws datadog feature page, akamai datadog implementation page etc.
The only two share related things I get are sec website and a fool.co.uk article.
So… I don’t think it is fair to call something a shitshow with having no knowledge in that vertical just by looking at a short time frame of charts.
and since we are humans, it is ok to not know every possible vertical and it is ok to say “I do not know” (or not say anything at all)
I am aware that this is an opinion forum and not about absolute facts, but we still don’t want to mislead our fellow investors with knowingly or unknowingly false or bad information.
edit: just realised this thread got resurrected from a month ago and I’m beating on it for no reason 
Couple of other competitors.
Splunk
Snowflake
Well being part of enterprise software industry from Vendor perspective.
Most CXOs from fortune500 or similar big companies check prominent reports like Forresters/Gartner/Kuppinger.
Checking APM quadrant/wave:
This is a pretty packed sector, without clear winners, with some legacy players like IBM/Cisco/Broadcom(ex CA).
But anyway I given up the crusade of endless discussions. Folks should put their money where they please.
not sure what you mean by the google thing, if I google datadog and go to news tab I get many stock related results from yahoo finance, seeking alpha, business wire, alphastreet, etc
Sorry I should’ve quoted, I meant this following “red flag” was due to his personalised search results being stock heavy.
ah thanks ,I understand now. Yes company profile and homepage is first result for me. cheers.
Just stumbled upon this thread now and read your DD and critique on DDOG. While what you’re saying isn’t false it just doesn’t make sense in the context.
First off, stating a red flag based on your (personalized) Google results is quite flawed and should not matter for building a thesis.
Secondly, valuating growth stocks like DDOG based on metrics such as P/E and P/B just doesn’t work and will 99% of the time filter them out. A quick list I recommend looking at instead:
- Sales Growth (%)
- Margins (especially Gross)
- Moat/Competitive Advantage
- P/S or EV/Sales multiples
- TAM
- Founder-led
- Ability to scale and future profitability
- Good long-term story
I personally don’t own DDOG and think it is overvalued as well, but based on other reasons.
Also want to point out this is not a bash or anything to you personally, but more on how a lot of people value growth stocks and call them overvalued. Growth stocks are not everyone’s cup of tea due to the higher risks associated with it. Best to stick with what you’re comfortable with.
True story. I had locked personal google, that was my mistake, used to do incognito for proper searching.
Anyway I still believe to much hype over one of many APM players or in general Enterprise software space, I am not sure how many people here actually work in an industry of Enterprise Software/solutions. But young hype players often get bought out.
Market for APM is saturated thus there is no clear cut favorit, especially globally, I would say each region has its own set of dominant players in addition to global leaders.
So from that perspective I cannot fathom valuations given to ddog and similar upcoming players.
But anyway I given up on preaching my beliefs, everyone should do their DD and invest how they see best.
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Preaching aside, I do enjoy reading what others think and learning their perspectives. Long may that continue. I have picked up some good ideas reading here.
Just need to remember that people differ in stage of life, risk tolerance, tax positioning, income objectives and what is in their existing portfolios. So no one analysis of an investment or strategy means it should be either right or wrong for everyone.
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I don’t think you should stop preaching your beliefs. It’s good to get different perspectives and what you wrote here in your latest comment is much more valuable.
I’m just highlighting that you should provide feedback based on relevant metrics, otherwise it’s difficult for me to take the opinion of overvaluation seriously. I wouldn’t value someone’s REIT analysis if it didn’t use FFO for example. It’s the same for valuating growth stocks on P/E and P/B.
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Anything copper is a good investment, EV’s and it’s antimicrobial properties. Demand will only increase for this. I see a lot of things returning to normality but I can see antimicrobial coatings etc taking off. These aren’t hard to replace or ridiculously expensive and I think they’ll be applied more within public places and hospitals.