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DDOG - IMF September Buys: The 28 Stocks I Added (Part 2)
Datadog Inc.
This article continues describing purchases for my IMF portfolio for September. As a reminder, I published Part 1 recently, which detailed my reasons for adding various bank, energy, and other value stocks. Today, we get the two other main themes of the month - pure growth stocks along with a basket of Argentine names. As a reminder, here's everything I picked up in September:
The IMF Goes Growth
We have a basket of high growth-focused names that have gotten clobbered over the past month.
Before diving into the details, let me make a comment on