DDOG
SubscribersNet revenue retention is the whole thesis
Subscribers get the full breakdown, the levels, and the position sizing.
DDOG20 Jul· 9 min
Marcus Bell Verified
6 notes · 27 subscribers · publishing since May 2026
Net retention, rule-of-40, and margin resets. Looking for software that compounds, not just grows.
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Notes
6The DDOG cohort data nobody cites
Durable growth plus FCF margin is a profile the market still discounts.
DDOG25 May· 9 min
The SNOW cohort data nobody cites
Durable growth plus FCF margin is a profile the market still discounts.
SNOW17 May· 3 min
CRM
SubscribersCRM: net retention is the whole story
Subscribers get the full thesis, the levels, and my positioning on CRM. Subscribe to read on.
CRM15 May· 10 min
Reading CRM past the bookings noise
Subscribers get the full thesis, the levels, and my positioning on CRM. Subscribe to read on.
CRM19 Apr· 6 min
NOW — consumption is stabilising
Subscribers get the full thesis, the levels, and my positioning on NOW. Subscribe to read on.
NOW8 Mar· 7 min
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Track Record
VerifiedLast 30 Days · Shares+19.5%
Cumulative Return · 7 Closed
71%
Win Rate
+5.4%
Best Call
6d
Average Hold
100
Closed Calls · 7 in 30 Days
CRM Long
$396.21 → $412.34 · Jul 19 – Jul 26 · 7d Hold
+4.1%
AVGO Long
$151.96 → $149.50 · Jul 18 – Jul 23 · 5d Hold
-1.6%
PYPL Long
$383.63 → $376.46 · Jul 16 – Jul 22 · 6d Hold
-1.9%
NVDA Long
$458.02 → $476.29 · Jul 16 – Jul 20 · 4d Hold
+4.0%
COIN Long
$109.33 → $113.86 · Jul 12 – Jul 17 · 5d Hold
+4.1%
CVX Short
$460.94 → $435.86 · Jun 26 – Jul 3 · 7d Hold
+5.4%
MA Short
$392.48 → $376.15 · Jun 24 – Jul 2 · 7d Hold
+4.2%
Live Calls Are Subscriber-Only
The verified record above is public. Subscribe to see live calls as they open — entry, conviction, settlement, and the full thesis.
Opinion. The author may or may not hold positions discussed. Not advice. Not a financial promotion approved under FSMA s.21. Quote data is delayed. Figures are computed automatically from third-party market data and may contain errors; option figures are modeled, not traded fills. Past performance is not a reliable indicator of future results.