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No. of Recommendations: 145
Others would say y'all humans often get too cute for your own britches.

Consider that every so often, a company comes along that is truly exceptional due to that ethereal mix of product, context that demands the product, devotion from fans, superb leadership and a huge open and early-stage market. Monkey is thinking, easily, of say:

Apple
Netflix
Amazon
Shopify
Tesla

You all know that all of these went through huge up and down swings, but had you bought early in the game and fallen asleep for 5 to 10 to 15 years, you'd wake up with more zeros in your banana stash than you'd know what to do with.

At this moment, Zoom is in a unique position to be welcomed into this club.

It is keeping the world together at time unlike any other. It has a superb mission statement and leadership team. It has tremendous opportunities to keep expanding. The context couldn't be better either: peak of a pandemic that forever changed how the entire world works and interacts with each other.

Competition: webex is dead. Teams is free and still people are going to buy billions worth of Zoom gadgets.

And Zoom has only been on the public markets for how long? 1.5 years?

And y'all trying to decide on whether to sell based on a few percentage points of revenue growth here or there???? Your big brains are sooooo heavy sometimes!

Let's spit and shake on this bet, therefore: Monkey doesn't sell a single share of his Zoomies for 5 years. Y'all do your crazy smart thinking and sell and buy and rotate your sectors and whatever. Let's return to this post on 12/4/2025 and see whose banana stack is larger. Winner gets all kinds of delicious bottles of banana flavored bourbon. Any takers?

When one of those once-twice-three-times in a lifetime companies comes along, being cute is not high on Monkey's priority list; making serious 'naners is. Know which camp you're in. Revisit posts written by this board's homo sapiens selling their "overpriced" shares of SHOP at $250/share while admitting just how special the company is to jump-start your memory.

Until Zoom starts faltering due to lack of execution or lack of vision or boneheaded errors, consider what faith even means in an investing context and whether you're an investor in real things and real people or a numbers weenie playing with charts and graphs; it's the former who become wealthier in your's truly experience.

Hugs and Wet Smooches,

Monkey (long ZM)
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