Okay, I have done the unthinkable.

broke my own rules.

I decided to allocate a tiny % of my portfolio into a company I know nothing about!!!

Datadog.

Why? because I like dogs and they are cute. Who doesn't like dogs???

Kidding.

Let me share more about this canine $DDOG
This is a personal experiment.

After my recent trimming down and exit from Peloton, I've a fair bit of undeployed $$$.

I added a bit to some of my core positions.

But there's still quite some leftover.

So I'll use this chance to widen my circle of competence. Have some fun.
$DDOG Numbers so far

Revenue last 5 qtrs:
155m, 178, 199, 234, 270

YoY increase: 57%, 52, 67, 75! (pretty solid acceleration)

QoQ: 15%, 12, 18, 15
Gross profit: 137m, 152, 176, 207
% of revenue: 77%, 76, 75, 77 - holding steady and consistent!

Non GAAP operating profit: 18m, 20m, 31, 44m
% of rev: 10%, 10, 13, 16 - trending up nice and beautiful

FCF: 16.6m, 45m, 42, 57m
% of rev: 9%, 22, 18, 21%
Customers with over $100k in ARR:

1082, 1253, 1437, 1610, 1800

YoY: 46%, 50, 59, 66!!! - Look at the dog just take off!

These are large customers with over $100k in ARR, and they're growing 66%!

Says a lot about their solutions.

DBNER: above 130% for last 12 quarters
The above are just the $$.

Will post my thoughts on the business soon.

I've spent the last few weeks looking thru the annual report and ERs, but haven't had time to write my own thoughts yet.

This is still a tiny "toehold" position for me.

So I could change my mind anytime.

• • •

Missing some Tweet in this thread? You can try to force a refresh
 

Keep Current with Max Koh

Max Koh Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @heymaxkoh

2 Dec
I scored A- for Finance in college.

Even then, nothing could prepare me for the storm in the markets.

Thank god for FinTwit.

Even after hitting 7 figures before 30, I still feel like a student here.

These are 9 great threads on investing concepts every investor MUST know:
1. What makes a high quality company?

Here are 20 interesting traits to look for by @patrick_oshag

Read 12 tweets
30 Nov
My learning hack: How I take notes from podcasts:

Several people have DMed me asking how I learn from podcasts, after my recent tweet on top investing podcasts.

Here's my 3 part process you can copy:
1. I listen to the podcast first without taking any notes

I usually listen when I'm having a meal... on the way to work... at the gym with my airpods

So this first pass is like a filter for me. I listen just to see if it WOWs me and teaches me anything useful.

If it does...
2. I then google for the transcript online. Or use Otter to transcribe it.

Sometimes, the podcast host gives away the whole transcript. yay!

if there isn't, then I use Otter to transcribe it.

I only do this for podcasts that impress me after I listen.
Read 6 tweets
29 Nov
I got bitten by the investing bug years back.

Ever since, I've listened to >200 podcast episodes over the last 3 years.

Thank god for airpods!

Anyway, I found that 99% of them are so-so.

But here are my top 12 investing podcast episodes that have made a lasting impact:
1. Paul Black from WCM, interviewed by @tseides

IMO, the people at WCM including Paul Black, @mbtrigg , Mike Tian, Kurt are highly underrated!

Key concepts:

- Importance of tailwinds
- Moat trajectory > moat size
- Culture must be aligned with moat

open.spotify.com/episode/4FXtu2…
2. @DavidGFool on finding rule breaker stocks

David Gardner is an amazing investor who can simplify ideas well.

Key concepts:

- The 6 traits of rule breakers
- Why it's ok to buy "expensive" stocks
- What it truly means to call yourself an investor

open.spotify.com/episode/4bwyON…
Read 14 tweets
28 Nov
This 1 concept from @NFX has been life changing for me:

If you’re feeling “stuck” in life, evaluate your NETWORK!

It's made me more aware of people I surround myself with.

Here’s 4 things to understand about how “Network Effects” work, and how to use them to score in life:
Overview of the 4 things we'll cover:

1. How networks form in your own life

2. 3 types of network levels and how they reinforce each other

3. Crossroad moments when your networks are created

4. How you can use network effects to your advantage

Let's get going...
1. Firstly, it’s crucial to understand how networks form:

i) Frequency - the more frequently you interact with someone, the stronger the bond


ii) Density - the number of people in a certain space or neighbourhood
.

The greater the density, the stronger the network.
Read 15 tweets
27 Nov
If you're feeling panic and fear during these turbulent times in the market, here's a quick tip I hope will help:

Write down 1-2 sentences WHY you own the companies that you currently hold in your portfolio.

(continued...) Image
Honestly, this should have been done before you even bought the stock.

But if you didn't, it's a good time to do it right now.

After writing your 1 sentence reason, then list down 3-4 key variables that you expect this business to execute to show the thesis is still intact.
I find this helps calm your nerves because writing forces you to clarify what you truly think inside your head.

In times of market volatility when I feel affected my market noise, I go back to my central word document and review my reasons for investing.
Read 5 tweets
21 Nov
3 quick tips to help you conduct amazing Zoom presentations:

In my 9-5 job, I speak for a living.

Before COVID, I used to do live seminars for 100s of people each week.

Been doing so for the last 9 years.

Today, it's all on Zoom.

Here's how to engage your audience virtually:
1. Make them turn on cameras

I give the audience an incentive to turn on their cameras.

(i.e. a prize or digital product).

It makes them know you can see them.

And you can call them out and have a conversation in the class.

They feel more connected.

So do you.
2. Stop the screen share

When you're teaching content, the slides are important.

But when you're telling stories or doing activities, stop the screen share.

It makes your face bigger (spotlight yourself).

They can also see the other people in class.

They feel more engaged.
Read 6 tweets

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us on Twitter!

:(