Zoom: Zooming Past Recent Hurdles

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SL Investments
2.21K Followers

Summary

  • The way we work is fundamentally changing. Digital communication has opened more flexibility to work.
  • Zoom is expected to benefit from this permanent underlying trend even after the pandemic.
  • Zoom will focus its marketing on Zoom Phones and Zoom Events to continue its growth, slowly dissipating the boundary of physical and digital communications.
  • For these reasons, I believe Zoom is a buy.

Businesswoman Discussing On Video Call In Home Office

Morsa Images/DigitalVision via Getty Images

Introduction and Thesis

Zoom Video Communications (NASDAQ:ZM) has been Wall Street's darling during the peak of the pandemic. Zoom allowed video communications to be possible when physical meetings were barred due to lockdowns. As such, Zoom's

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This article was written by

SL Investments profile picture
2.21K Followers
I am a young private investor seeking to find advice and knowledge through my journey in Seeking Alpha. I primarily focus on growth companies and the disruptive future they may bring. Through the rise of technological capabilities, I believe that the world will undergo a massive transition in the coming decade.

Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in ZM over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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