Now our best house judgment is that the market isn’t going to cool off much in the coming months. We expect the S&P500 and the Nasdaq to be higher in six months’ time, not lower. Which means that valuation multiples for stocks like DDOG are unlikely to have fallen. So if the company keeps growing revenue at 63% (oh and by the way, the RPO number says it can keep accelerating), then, in a year, the valuation “should” be 63% higher if the market doesn’t change. So in a few months can the stock reach 40% higher in a flat or up-market when revenue growth at DDOG continues to accelerate? Sure it can. So, you choose. Math or voodoo. Either way - we remain big fans of the big ddog.
Sheesh. That’s A Lot Of Work. I Don’t Want To Do That Much Work Before I Buy Stonks.
Well this is rather the point of the service. We do want to do that much work and, sadly, enjoy doing this kind of work. You know what we do to wind down after a long day doing stocks analysis? We watch YouTube videos of other people doing stocks analysis. No, really. Because, you know, we don’t get out much. So the benefit for our members is that they can either walk alongside us blow by blow step by step, working with us in the nth level of detail, or they can just read the bullet points in their inbox at the weekend. We have members that do both, and members that operate somewhere in between. But as you can see from our reviews, we have a whole bunch of happy members.
Join us. The service is exceptionally good value. Rack rate is $159/month or $1599/year. The annual is cheaper, but you’re not locked in even with the annual. If you sign up and hate it, on the monthly you quit and pay just that month. On the annual, quit, and Seeking Alpha’s “Limited Money Back Guarantee” refunds you 11 months’ worth. So your downside here is limited, and your upside? Well, ask our members.
Oh also. If you follow us on Seeking Alpha? Let us know and we’ll send you a coupon for a further 50% (yes - fifty percent) off your first year if you take the annual. Just email us at [email protected]
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Cestrian Capital Research, Inc - 12 Nov 2021.
Disclosure: Cestrian Capital Research, Inc staff personal accounts hold long positions in, inter alia, DDOG, NET, TQQQ.