Denis (@PashaTechnic) on getquin

Denis D

@PashaTechnic

10Mon·

A lot of incompetent in tech investors put $DOCN (+2.39%) and the rest like $DDOG (+2.33%)
$SNOW (+2.57%) together.

a few important points:

10 pe is not 100
being an infrastructure provider and a user are 2 different sides of the same moat

2 Comments

Lucrash@KapriolenCapital

10Mon

The biggest differentiator is that $DOCN is aimed at SMBs or even just small dev projects. Those are the ones who struggle more currently than big enterprises which utilize Snowflake or Datadog products. They have management issues and seek a new CEO after the last one left with incorrect income statements. I held DOCN shares from them BUT they lost my trust after that CEO debacle so I sold. I like them as an user but not as a shareholder. I would hold none of these 3 and rather buy a nasdaq 100 ETF.

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