Entering text into the input field will update the search result below

Zoom Video Stock: Will History Repeat?


  • The market is overlooking Zoom’s long history of category-leading growth, which is discussed in detail below.
  • I believe the market is making a mistake by dropping Zoom from the top 20 for cloud software valuations.
  • Zoom has been dropped out of the top 20 in terms of valuation for the cloud software category and is now cheaper than before the pandemic.
  • Looking for more investing ideas like this one? Get them exclusively at Tech Insider Research. Learn More »

Caucasian business man talking with african male partner coach on video conference call discussing social distance work at virtual remote meeting videoconference chat using pc computer at home office.
Photo by insta_photos/iStock via Getty Images

Last year, I called Zoom Video a “pegasus” because the company stood out from the dime-a-dozen unicorns that have come out of Silicon Valley. Zoom has illustrated rare financial strength from its IPO through

Check out my premium service "Tech Insider Research"

My weekly PDF reports are 10-20 page deep dives on individual stocks. In the past year, my free analysis predicted Roku’s meteoric rise, Uber’s IPO flop, Zoom’s IPO success, Netflix's sustained growth, and more. My paid service has done much more.

This year, we predicted many 100%+ gains across cloud software, semiconductors, small caps and 5G.

Knox Ridley, technical analyst, helps guide entries and exits.

Give your tech portfolio an edge.

Learn more.

This article was written by

Beth Kindig profile picture
High conviction analysis to give your tech portfolio a competitive edge
Beth Kindig is the CEO and Lead Tech Analyst for the I/O Fund and Tech Insider Network, delivering weekly in-depth tech stock analysis to her free newsletter subscribers. 

Tech Insider Network is unique in that we blend real tech industry experience with active portfolio management. We pioneered combining cutting-edge fundamentals with high-performing technical analysis for retail.

We have beat top-performing Wall Street funds across four periods, including our most recent audit proving a lead of up to 174% compared to other verified all-tech portfolios. You will notice the vast majority of retail sites are not verified at all, which is one of the many ways the I/O Fund raises the bar. Premium Members can access more information regarding our 2022 performance here.

Our audited results prove we are one of the best-performing tech portfolios since our inception. Our cumulative returns since inception are 46.92% – which is more than double the Nasdaq-100’s return of 18.65%. Notably, this was achieved during a risk-of environment when indexes typically outperform individual portfolios.

Tech Insider Network offers three full-time analysts with real-time trade alerts, an actively managed portfolio, institutional-level deep dives, PLUS a hedging service for an unbeatable price.

Our Advanced Market Signals service is $799 per year, which works out to having a team of analysts for only pennies per hour. Our New Tech Insider Network Essentials Plan at $99/year works out to fractions of a penny per hour.

Our team is frequently featured in Tier 1 News. This includes Fox Business News, CNBC, TD Ameritrade and more. Media is the ultimate gatekeeper on quality and these spots are typically exclusively reserved for institutional analysts. You can view dozens of appearances on our YouTube channel.

There's plenty of opinions on tech and no shortage of coverage. In contrast, Tech Insider Network is an audited portfolio that outperforms other all-tech portfolios. Our audited portfolio results are published online in BusinessWire.

We were the first service to offer specialized tech sector coverage that combines fundamentals and technicals. After recommending a stock, we continually provide new entries and exits. The difference is that we don’t pump out meaningless content. Rather, everything we write is actionable and tied to a real, live portfolio. Sometimes, we say “don’t buy right now” or “wait for a lower entry.” This also led to a successful hedge of up to 100% of our portfolio in 2022.


Beth Kindig has twelve years of experience in competitive and product analysis in the tech industry dating back to 2011. Considering tech growth stocks took off after the financial crisis, she is a veteran in every sense of the word.

Her tech conference appearances date back to 2014 and her analysis began garnering press in the same year. She is known for making bold calls on tech stocks and offers a weekly free newsletter that leverages her ten years of experience in the private markets. Her newsletter has seen gains of up to 403% in three years.

It is not only the big gains she has achieved with individual stocks but also the quality and consistency of her analysis and how she carefully forms her theses that have placed Beth on the map as one of the best tech analysts in the market.

She has formed a proven methodology of choosing the right investments from being exposed to hundreds of tech growth companies over the past 10 years.

This is not a methodology that the traditionally trained can learn or repeat. Kindig has spoken at many tech conferences including the Android Developers Conference, GamesBeat, Advertising Week NYC, Tech Week Chicago, and BlackHat. She has been published in Forbes, MarketWatch, Venture Beat, MediaPost, AdExchanger, and the International Association of Privacy Professionals. She has appeared on Fox Business News, CNBC, TDAmeritrade, CoinDesk, NPR, Bloomberg TV Asia, Motley Fool podcast, This Week in Startups and more discussing her stock analysis.

Analyst’s Disclosure: I am/we are long ZM, CRWD, SNOW, SHOP. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Recommended For You

To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.
Is this happening to you frequently? Please report it on our feedback forum.
If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.