Post 112; May 12, 2020 – Digital Porcupine

Heard from a couple of you this morning already, but if you weren’t watching it didn’t notice, DDOG is up another 22%… THIS morning! Christmas came early!!

User Comment: Hallelujah!

Focus on DDOG or SMAR today?? Glass half full or glass half empty?

Not even a contest! The portfolio is up almost 6% today alone and 48% YTD. Obviously this can’t continue, but I’m sure enjoying the ride up on this rocket 🚀 ship the past few weeks.

I’m trying to enjoy the moment today…a great deal of time and analysis goes into finding the companies like DDOG who are firing on all cylinders…. and days like today are the hole in one that keep you searching for others!! Cheers!!

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