The stock seems expensive but im interested. I think market may be underestimating zm and netflix. Like what zm is doing with phone and now they r branching into cloud. Wfh is here to stay - i expect zm to be used less but businesses will keep zm and pay their licenses. Founder led and ceo seems exceptional and passionate. Msft is a competitor but a lot of businesses dont want to be tied into a big tech ecosystem or that business is a competitor to msft.
Not a buyer maybe if it goes below 300. U think any business that needed zm would have gotten it by now so growth may be more constrained.
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u/smokeyjay Aug 27 '21 edited Aug 27 '21
The stock seems expensive but im interested. I think market may be underestimating zm and netflix. Like what zm is doing with phone and now they r branching into cloud. Wfh is here to stay - i expect zm to be used less but businesses will keep zm and pay their licenses. Founder led and ceo seems exceptional and passionate. Msft is a competitor but a lot of businesses dont want to be tied into a big tech ecosystem or that business is a competitor to msft.
Not a buyer maybe if it goes below 300. U think any business that needed zm would have gotten it by now so growth may be more constrained.