$Zoom Video Communications (ZM.US)$ 35% growth for a 20 P/S ...
$Zoom Video Communications (ZM.US)$ 35% growth for a 20 P/S and 70b mkt cap.
Forecasting flat for Q4 and flat runrate of $4b/yr.
Nice company, well-run.
Too expensive.
incoming will be more multiple compression, imo.
Dead money.
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Kieron Morley : People are getting increasingly desperate for alpha now that the bubble's seal seems to be breaking. Will probably jump before continuing its slide of another ~50% down from here. That said, I'd be a buyer at the right price.
Spider-Man to moon Kieron Morley : much less expensive then Tesla and etc
Sam White : Are they really forecasting a flat Q4? There's some renewal seasonality but I thought at least some product lines like Zoom phone were still growing. Are they losing customers in any segments?
MHfin : Better results than one would think as they continue to evolve. However what I see in real life is much stronger
2uEaAZ5u1B : Competition that is basically sold as “free”. So while ZM should still do well it will continue to lose market share and pricing power along with it. Somebody may pick them up but there really is no most in this biz