Land And Expand

Posted by Minerva on Jan 25, 2021 7:00:11 AM

We've been busy here at Cestrian Capital Research, Inc - and we're getting busier.  We share with you news about our new 'Cestrian Elements' service, highlight some recent work of ours, and take a brief look at the investment research we'll be publishing in the coming weeks.

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Topics: Public Posts, Cloud, CRM, CRWD

Salesforce to buy Datadog? Huh?

Posted by Minerva on Aug 14, 2020 10:52:41 AM

DataDog (DDOG) stock popped yesterday on the rumor that Salesforce (CRM) was considering acquiring the company in an all-stock deal.  "But wait" said everyone.  "This makes no sense".  (Whilst at the same time bidding up DDOG).  We don't know if the rumor is true.  And certainly the numbers are hard to wrap your mind around.  But we could see why CRM might want to acquire DDOG.  We expand on this below.

 

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Topics: Public Posts, Cloud, DDOG, CRM