Top Tweets for #datagod
Datadog (my largest public position!) is getting included in the S&P500! π
Huge congrats $DDOG, @oliveur & team
Stock is >10%+ in pre-market.
Here is why I think the company is so special π
https://t.co/MGVzRGwHvL
#StockMarket #Investing #InvestingTips #Datagod #TechNews
Datadog: The Compound Software Company π
@datadoghq has been one of my largest positions since I managed to scoop some up in early 2023 at an attractive valuation (in the $60s, at the time ~8x N12M revenue).
It epitomises the "compound software company", with massive defensibility engrained deep into its product. Here is why:
1) *Product expansion and velocity*: my favourite chart from Datadog's investor presentation (below) illustrates this point well:
It shows that @oliveur pushes the company, every single year, to releases more products than it did the previous year. This product velocity compounds Datadog's advantage and enables it to envisage sustained high revenue growth (~20%) in the long run as customers adopt more products over time.
It also shows that Datadog is truly building an *all-in-one* cloud-native observability platform that provides unified real-time monitoring, security, and analytics across infrastructure, applications, logs, and user experience.
Usually, organisations do not want to buy hundreds of software if they can just buy one that is perfectly integrated throughout. Simply because it layers in complexity, costs, and may results in more headcounts.
Datadog found an early PMF in infrastructure monitoring. It then compounded it over time by layering adjacent product.
It is now eating the whole observability, monitoring and analytics stack - making it a true fortress.
When needed, Datadog also did not hesitate to acquire other businesses to compound its product:
It did so with Logmatic (π @egueid, @boutetren), and plenty others: Mortar Data (2015), Madumbo (2019), Undefined Labs (2020), Timber Technologies (2021), Sqreen (2021), Ozcode (2021), Hdiv Security (2022), Seekret (2022), CoScreen (2022), Cloudcraft (2022), Codiga (2023), Actiondesk (2023), Quickwit (2024), Metaplane (2025), Eppo (2025).
Usually, Datadog acquires companies quite early in their journey (0 to a few $ millions in revenues) - and it looks for a very technical founding team and a great single product adjacent to their offering - to make the integration journey easier.
cc. @alexandre_dewez @HarryStebbings @Kieranleehill @codorniou
#Technology #VentureCapital #Investing #GrowthStocks #StockMarket #EquityResearch #LongTermInvesting #InvestingTips #PublicMarkets #Nasdaq #PersonalFinance #TechEcosystem #Datadog #Software #IT $DDOG
Do You Want to Be a #Datagod? π
Datagod donβt just use dataβthey own it, monetize it, and turn it into serious value. Theyβre at the top of the ForU ecosystem, unlocking rewards and perks most can only dream of. π°
Ready to step up? Create your Data Avatar and show the world what it means to be a true Datagod. π
1οΈβ£ Login to the ForU AI Miniapp [https://t.co/wvg4HQW2Nc]
2οΈβ£ Find the Discovery Channel
3οΈβ£ Connect your X
4οΈβ£ Boom! Youβve just unlocked your full potential!
No worriesβgenerating might take a bit longer due to high volume! π Our teamβs on it. Just hang tight!π
![4uaicrypto's tweet photo. Do You Want to Be a #Datagod? π
Datagod donβt just use dataβthey own it, monetize it, and turn it into serious value. Theyβre at the top of the ForU ecosystem, unlocking rewards and perks most can only dream of. π°
Ready to step up? Create your Data Avatar and show the world what it means to be a true Datagod. π
1οΈβ£ Login to the ForU AI Miniapp [https://t.co/wvg4HQW2Nc]
2οΈβ£ Find the Discovery Channel
3οΈβ£ Connect your X
4οΈβ£ Boom! Youβve just unlocked your full potential!
No worriesβgenerating might take a bit longer due to high volume! π Our teamβs on it. Just hang tight!π](https://pbs.twimg.com/media/GYzTfs6aAAATcN0.jpg)
Over 8 months I have worked with the Data Analyst @NorthYorksFire to design a dashboard to measure productivity of crews on station.
@ZakDurrani has taught me so much about data & how this can be used to improve performance
Today I gave him a gift of my appreciation
#DataGod
Happy Birthday to the #DataGod AEW Chris πππΎππ―π΅π₯ππ»γοΈπ―οΏ½οΏ½οΏ½
Enjoy your day sir π
#ChrisHarrington #fatassmasa #aew
Unlock the power of public Google Drive files with these simple search techniques! Find Docs, Sheets, Slides, and more. #GoogleDrive #SearchTips #DataGod @Web3Grandpappa
https://t.co/EutrWYSfvc
The latest #PowerBI #DataGod is our friend @kevarnold.
Kevin IS the #Data God of Direct Query. His advanced training on how YOU can make DQ solutions that scale will knock your socks off.
https://t.co/2mVDvDw6h0
The latest #PowerBI #DataGod is our friend @kevarnold.
Kevin IS the #Data God of Direct Query. His advanced training on how YOU can make DQ solutions that scale will knock your socks off.
https://t.co/2mVDvDw6h0
Also the hometown for the #datagod
Happy Birthday to the #DataGod AEW Chris πππΎππ―π΅π₯ππ»γοΈπ―π΅
Enjoy your day sir π
#ChrisHarrington #fatassmasa #aew
@alexdupler, the Data God of Large Models, is the latest #DataGod and Data God of the Week!
If you are working on large #PowerBI Data Models, Alex Dupler has many insights into how to better help you manage your model.
https://t.co/yY8glGY9Il
@KratosBi This is an ESSENTIAL read to become an immaculate #PowerQuery #DataGod.
May offer a polite correction @KratosBi? if i'm not mistaken the blog was created by @gilra @datachant who would also write a book based on those: https://t.co/FX8pD1kfPj
FREE practice files downloadable!
Bang on as i said earlier. We know what we are doing, @JimmyDickinson_ Take a bow young man. #unsunghero #datagod ππ
Where are all the Cosgrove haters at now? In Shuey we trust π #pafc
The #DataGod of the week, The Data God of Folding, @notaboutthecell Alex Powers, will show you how to make sure your #PowerBI queries don't jingle, jingle, they fold
https://t.co/mafL48T4aJ
Someone's opinion of you does NOT have to be your reality
Do NOT compare yourself to others
Only compare yourself to who you were yesterday
Use the experience of others to shape and mold the you of tomorrow
YOU can do it
The #DataGod s will help!
https://t.co/jnbLgx4mzp
We β€οΈ @BrianGrantBI, Data God of Theater: "An Introduction to Whiteboarding DAX." π¨βπ«This isn't your typical schoolhouse whiteboard (and you can forget about chalkboards) this is REAL LIFE with REAL #DAX! SEE YOU TONIGHT! #PowerBI #datagod
https://t.co/dASxSAGMC5
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