Zoom: It's Time To Answer The Call

Summary

• Zoom Video Communications has experienced a decline in share prices since its peak during the pandemic, but its focus on innovation and product development could lead to future profitability.
• The company has a narrow economic moat driven by its large user base and networking effect, as well as its high-quality video conferencing product.
• Despite facing risks from increased competition and market expectations, Zoom's current undervaluation presents a potential value opportunity for investors.
• High-quality product offering combined with a 30% undervaluation warrants a "Buy" rating for Zoom.

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Investment Thesis

Zoom Video Communications (NASDAQ:ZM) is one of the market leaders when it comes to online video conferencing and digital workspace products. Their huge growth during the height of the COVID-19 pandemic propelled

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