PagerDuty: Focusing On Multi-Year And Multi-Product Deals; Initiating With 'Buy'

Core Viewpoint - PagerDuty (NYSE: PD) is focusing on multi-year and multi-product deals to potentially accelerate revenue growth and improve net retention rate [1] Company Overview - PagerDuty was founded in 2009 and offers cloud platforms for digital operations management [1] Investment Strategy - The investment approach is fundamental, bottom-up, long-term, and quality growth-oriented, targeting companies in niche markets with strong growth potential [1] - The goal is to achieve a 15% annual return with a portfolio typically consisting of 15-20 stocks, emphasizing diversification, risk management, and disciplined trading [1]