Zoom Video Communications

Thread Rating:
  • 0 Vote(s) - 0 Average
  • 1
  • 2
  • 3
  • 4
  • 5
#21
Like many tech companies today (Grab, Sea, Spotify etc.), they are operating on borrowed time. They need to quickly pivot to a new durable growth, profitable business model, before their existing moats erode away completely and their multiples get rerated appropriately.
“If you buy a business just because it’s undervalued, then you have to worry about selling it when it reaches its intrinsic value. That’s hard. But if you can buy a few great companies, then you can sit on your ass. That’s a good thing.” - Charlie Munger
Reply


Forum Jump:


Users browsing this thread: 1 Guest(s)