Offshore
Photo
Antonio Linares
The market perceives $ZM as a declining video-conference company, but it's transforming into something far more substantial as it navigates between two growth phases.
Despite being commonly recognized as a meetings company, $ZM's continuous expansion of its workplace offerings is substantially enlarging its total addressable market (TAM).
According to Gartner, the introduction of $ZM's Contact Center Solution will boost its TAM by $20 billion over the next four years.
$ZM is poised to benefit from the hybrid work trend catalyzed by the pandemic, which has permanently altered work practices. The company is a rapid innovator, capable of transforming minimum viable products into leading-edge solutions within months.
For instance, the $ZM Contact Center is adding approximately a thousand features per quarter, positioning the product years ahead of the competition.
Another example is the AI-powered $ZM Virtual Agent, which has been deployed internally to save 400,000 agent hours per month.
$ZM's customer-centric approach and exceptional brand recognition are likely to drive increased demand from both new and existing customers as it broadens its enterprise solution offerings.
Each new vertical incentivizes customers to expand their services with $ZM, driven by the cost efficiencies and enhanced user experience of consolidating their communications and collaboration solutions onto the Zoom platform.
Despite facing intense competition, particularly from Microsoft, I believe $ZM will expand its market share. Sometimes, a focused approach can be more effective than having vast resources, as seen with $SPOT competing against $AMZN and $AAPL.
———————
This $ZM deep dive is written by @EricSanta98, an alumni of my 2 Hour Deep Diver course.
tweet
The market perceives $ZM as a declining video-conference company, but it's transforming into something far more substantial as it navigates between two growth phases.
Despite being commonly recognized as a meetings company, $ZM's continuous expansion of its workplace offerings is substantially enlarging its total addressable market (TAM).
According to Gartner, the introduction of $ZM's Contact Center Solution will boost its TAM by $20 billion over the next four years.
$ZM is poised to benefit from the hybrid work trend catalyzed by the pandemic, which has permanently altered work practices. The company is a rapid innovator, capable of transforming minimum viable products into leading-edge solutions within months.
For instance, the $ZM Contact Center is adding approximately a thousand features per quarter, positioning the product years ahead of the competition.
Another example is the AI-powered $ZM Virtual Agent, which has been deployed internally to save 400,000 agent hours per month.
$ZM's customer-centric approach and exceptional brand recognition are likely to drive increased demand from both new and existing customers as it broadens its enterprise solution offerings.
Each new vertical incentivizes customers to expand their services with $ZM, driven by the cost efficiencies and enhanced user experience of consolidating their communications and collaboration solutions onto the Zoom platform.
Despite facing intense competition, particularly from Microsoft, I believe $ZM will expand its market share. Sometimes, a focused approach can be more effective than having vast resources, as seen with $SPOT competing against $AMZN and $AAPL.
———————
This $ZM deep dive is written by @EricSanta98, an alumni of my 2 Hour Deep Diver course.
tweet
The Long Investor
Guys we missed out on a bullish run for the entire year
🤣🤣
Newbie here.
tweet
Guys we missed out on a bullish run for the entire year
🤣🤣
Newbie here.
Things bears say after missing out the entire bulllish run for the entire year tweet
twitter.com
undefined
undefined
Offshore
Photo
Q-Cap
DECKERS OUTDOORS WILL NOT REST UNTIL EVERY DAD IN AMERICA DITCHES THEIR NEW BALANCE AND BUYS HOKAS.
$DECK https://t.co/Xo4rL6kaxE
tweet
DECKERS OUTDOORS WILL NOT REST UNTIL EVERY DAD IN AMERICA DITCHES THEIR NEW BALANCE AND BUYS HOKAS.
$DECK https://t.co/Xo4rL6kaxE
tweet
Offshore
Photo
Dimitry Nakhla | Babylon Capital®
$CVS down ~22% since this post 📉
This highlights the importance of considering factors beyond value when investing ‼️
Thorough analysis of quality and capital allocation decisions is crucial to lessen the odds of falling into ‘value traps’
While $CVS made a strategic decision in acquiring Aetna, subsequent acquisitions of Oak Street Health and Signify Health were corrosive to shareholder value
Optimal resource allocation and operational efficiency maximization following the Aetna acquisition would have been the more effective approach for $CVS
#stocks #investing
tweet
$CVS down ~22% since this post 📉
This highlights the importance of considering factors beyond value when investing ‼️
Thorough analysis of quality and capital allocation decisions is crucial to lessen the odds of falling into ‘value traps’
While $CVS made a strategic decision in acquiring Aetna, subsequent acquisitions of Oak Street Health and Signify Health were corrosive to shareholder value
Optimal resource allocation and operational efficiency maximization following the Aetna acquisition would have been the more effective approach for $CVS
#stocks #investing
@scroogecapital May be undervalued, yet I don’t consider $CVS investable due to its poor capital allocation & balance sheet … from the moment I can’t consider it a high-quality business, I stay away
No need for me to consider $CVS when I have many others to choose from 💪🏽 tweet
Offshore
Photo
The Long Investor
RT @TheLongInvest: $BABA Chinese ADR's have run 20-30% over the last month, including the HSI.
A pull back is needed before any parabolic move takes place, which is not what I like to see.
We are starting to see this pull back now.
Wait for support to be found on the pull back and take advantage.
$BABA, $BIDU, HSI, $PDD, $JD, $YINN, $NIO.
tweet
RT @TheLongInvest: $BABA Chinese ADR's have run 20-30% over the last month, including the HSI.
A pull back is needed before any parabolic move takes place, which is not what I like to see.
We are starting to see this pull back now.
Wait for support to be found on the pull back and take advantage.
$BABA, $BIDU, HSI, $PDD, $JD, $YINN, $NIO.
tweet
Offshore
Photo
Brandon Beylo
I wonder how many people remember what happened to Cisco $CSCO after they did a stock split in 2000? https://t.co/0onSmzYSAb
tweet
I wonder how many people remember what happened to Cisco $CSCO after they did a stock split in 2000? https://t.co/0onSmzYSAb
tweet
The Long Investor
X logic:
Chinese stocks should not be bought because China is carrying out military drills around Taiwan
$NVDA, whose chips are built by TSMC, in Taiwan, jumps 9% today, adding $250 Billion to its Market Cap and is quickly becoming the most valuable company in the world.
I didn’t think this needed to be said but the market doesn’t care what you think, it buys value.
And the HSI is outperforming the US market this year.
tweet
X logic:
Chinese stocks should not be bought because China is carrying out military drills around Taiwan
$NVDA, whose chips are built by TSMC, in Taiwan, jumps 9% today, adding $250 Billion to its Market Cap and is quickly becoming the most valuable company in the world.
I didn’t think this needed to be said but the market doesn’t care what you think, it buys value.
And the HSI is outperforming the US market this year.
tweet