No. of Recommendations: 20
- Want to Zoom with a supplier? Awesome. Can't do that with Skype. Try getting that onto the network.

But I've done plenty of Skype meetings with outside companies, so I'm not sure what it is that Zoom does that Skype doesn't.

I have to agree with the second poster here -- I'm not sure I follow the argument that Zoom is better than any other method of video conferencing. I have actually used the product and came away unimpressed. But I've never used Alteryx, Twilio, Mongo, or Elastic...maybe I wouldn't be a raving fan user of those either. No product has a target audience of "anyone and everyone."

It seems to me that what's special about Zoom is their financial results. Still, I think some are treating Zoom as if their great numbers will never slow down. With Zoom still a $20 billion company, I see a lot of better opportunities. I'd take a bet that Elastic, Alteryx, Mongo and Smartsheet all double before Zoom does. They're all at market caps between about $4.5b and $7.5b, roughly a 3rd or a 4th the size of Zoom. But Zoom doesn't have 3 or 4 times as much revenue...not even twice a much. If it fails to grow at near-100% for the next few years, it will not end up being a good investment.

I don't think ZM is doomed...I've even started looking again with interest. With the lockup expiring yesterday, perhaps the next few days will give us even better prices. I haven't felt like it's a screaming buy yet. I just know that I would never make it more than a small position as long as it's anywhere near the current price.

Bear
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