Reading the earnings report and listening to the earnings call on DDOG (and all my companies) gave me the conviction yesterday when DDOG was down 8% to add shares. Fundamentally, I know the company is absolutely sound and growing like crazy in the midst of this crisis. That is why I arm myself with the fundamental analysis and the latest earnings call every quarter. Otherwise I might have been selling yesterday when I should be buying. Cheers to another incredible up day in the portfolio while the market is down and happy Friday! I’ll be having a nice bourbon at 5pm to celebrate the last two amazing weeks in the portfolio that is pushing 50% returns YTD. 😜🥃 🙏
User Comment: I think that’s a great idea and I should do the same.
User Comment: I still have my SHOP and TWLO positions (because I use and love both services). Both shot up recently. How would do you decide about selling or keeping those?
