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Subject:  Re: My portfolio at the end of July 2019 Date:  7/29/2019  11:59 AM
Author:  Diablito Number:  58126 of 69381

Hey Saul,

Thanks for sharing your results and big congrats on a great year so far!

You said that you still don’t know what Zoom‘s moat is. In a recent post from me, I argued that Zoom might have the premium valuation not just for their numbers but also because the market sees the potential for network effects, which would be a great competitive advantage/moat. Maybe my post got a bit lost in the volume of new messages on the board, but I‘m still interested what others on the board think about the potential network effect for Zoom and the implications on valuation that might have.

Thanks again and all the best!
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