TMFCheesehead

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TMFCheesehead replied to the Saul’s Investing Discussions board. 12:12 PM

Re: Okta - Valuation relative to others

Another thing to consider is the growth in big accounts recently.

When these large companies sign on, they don't just dip their toes, they go for multiple products across much of their workforce. That's obviously good for OKTA and [more]

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TMFCheesehead replied to the Saul’s Investing Discussions board. 10:08 PM

Re: Running DDOG through the Antifragile Framewo

To answer Saul's question from higher up on this thread:

I've probably run about 120 companies through the Antifragile framework. There are a couple of things to know about the scores:

* I don't keep an active [more]

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TMFCheesehead replied to the Saul’s Investing Discussions board. 4:59 PM

Re: Running DDOG through the Antifragile Framewo

Foolin,

Great point.

Saul,

I'll look into numbers later tonight when I get a chance. Suffice to say it's a high score. And the absolute numbers aren't as important as the data that's laid out to support [more]

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TMFCheesehead posted to the Saul’s Investing Discussions board. 12:10 PM

Running DDOG through the Antifragile Framework

Greetings Fools,

Using my Anti-fragile framework, I wanted to show how DataDog Energy stacks up.

Barbell Strategy

Mission Statement
“To bring sanity to IT Management”

I really love this mission [more]