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You're bearish on profitable SAAS companies growing at 20%+ year with huge total addressable markets? D.O. is clearly not growing like DataDog and Zoom, but it
by bklyn11201 7y ago
You're bearish on profitable SAAS companies growing at 20%+ year with huge total addressable markets? D.O. is clearly not growing like DataDog and Zoom, but it has a nice niche, a good rep, and borrowing cheap money to grow should make everyone happy, including the common stock owners.