Zoom Video Communications inc. saw a huge surge in stock price during the early days of the COVID pandemic but as of late, the stock has fallen and management has set underwhelming growth expectations in Zoom’s Q2 2021 earnings report. Alex discusses why he thinks Zoom simply can’t compete with the growth expectations investors have for modern day tech stocks, the best of which utilize a platform business model in some form.
This is an excerpt from episode 172 of Winner Take All. Watch the full episode here:
Originally Aired: 09/03/21
#Zoom #StockMarket #TechStocks
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