Datadog isn't just another software company. It's a capital-light, founder-led, high-margin compounder powering the infrastructure of modern digital enterprises. In a world of microservices, cloud complexity, and AI-native systems, Datadog has quietly become essential.

Novo Nordisk has quietly become one of the most dominant and profitable companies in global healthcare. Founded a century ago through a medical breakthrough and a love story, it now leads the charge in treating diabetes, obesity, and chronic diseases. If you've heard of Ozempic or Wegovy, you already know part of the story. But the full picture is even more compelling.