I think it answers why I’m investing in it very well.
It does, Saul, but Chris didn’t ask why you were investing in DDOG. He asked why it was already a top position for you. I have to admit, I’m curious about the same thing. The market seems to be giving DDOG the “new kid” premium. Its market cap is within 10% of CRWD’s, but CRWD has 25% more revenue already and is growing faster.
So to restate Chris’s question: I know you like CRWD and have added to it too. Why do you like DDOG even more? (I’m assuming you do since the position is bigger.)
Bear