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No. of Recommendations: 15
Dear Saul,

Thank you for your valuable comments!

I’ve to admit that I wanted to start a position some time ago. There was (and is) a lot to like (e.g., a revenue growth, an operating margin, already profitable business, the founder-CEO with good reviews on Glassdoor and with skin in the game), but I like to look beyond the operating metrics and to see the compelling story to select my investments as I prefer to have a very strong conviction in the future potential of a business.
I remember that the long-term debt of ZoomInfo (ZI) was the red flag for me. There were also some other issues I came across, e.g., scrapping (private) information and reselling it sounds… a bit risky? Is it a secular trend I would like to be exposed to?
I decided to pass and focus more on companies with my highest conviction like CRWD. Looking at the chart it was not a bad decision so far.

However, I still remember how exciting(!) on so many metrics ZI was (incl. looking at the Rule of 40 chart) so I thank you for bringing ZI to the board and for a thorough discussion of ZI as a possible investment.

Best wishes,

PS Having my major background in software engineering, I am more than happy to listen to the arguments of the authorities on this board I follow (Saul, Bear, GauchoRico, Stocknovice, Muji, WillO2028 and many incredible people) with much more financial expertise even if I'm perhaps more careful in case of this particular stock.
Last but not least - thank you so much for creating this incredible community with an approach to investment that fits me so well.
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