Added 300 shares of DDOG @ $32.71. Reporting…

So I sold half my TTD position after earnings at $184. Terrible decision so far as TTD sits at $222 right now. I sold it down to a 10% position for two primary reasons. 1. I’m not impressed with how drastic of a deceleration in growth we saw and I realized the business is actually more cyclical than I realized (depending on increased ad spend due to election cycles, etc). This could definitely bite me as we ramp into the 2020 election cycle. TTD could be in line for an awesome 2020. However, the deceleration seems worse to me then it did leading into 2016 so I’m not sure if revenue will pick up as much as people are hoping in 2020.

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