Zoom H&S

10 ก.ค. 2022

I like Zoom fundamentals. Global leaders. Great product. Excellent management. Huge users base that will be leveraged with more added value services. Huge scalability with long term visibility. But. Back to today. So we might break the neckline soon. 155 min target.

23 ส.ค. 2022

บันทึก

Still like the company despite mediocre total revenue growth. i believe what matters is enterprise business growth which deserve a higher sales multiple than retail 's as enterprise saas business is highly sticky. so buying here.