Offshore
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Hidden Value Gems
RT @HiddenValueGems: Ten differences between a good and a bad business.
Quote of the day #7 https://t.co/j0h4zTTaA5
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RT @HiddenValueGems: Ten differences between a good and a bad business.
Quote of the day #7 https://t.co/j0h4zTTaA5
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Offshore
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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.
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This $ZM deep dive is written by @EricSanta98, an alumni of my 2 Hour Deep Diver course.
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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.
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The Long Investor
Guys we missed out on a bullish run for the entire year
🤣🤣
Newbie here.
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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
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Offshore
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Q-Cap
DECKERS OUTDOORS WILL NOT REST UNTIL EVERY DAD IN AMERICA DITCHES THEIR NEW BALANCE AND BUYS HOKAS.
$DECK https://t.co/Xo4rL6kaxE
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DECKERS OUTDOORS WILL NOT REST UNTIL EVERY DAD IN AMERICA DITCHES THEIR NEW BALANCE AND BUYS HOKAS.
$DECK https://t.co/Xo4rL6kaxE
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Offshore
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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 $CVS
#stocks #investing
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$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