No. of Recommendations: 4
Zoom Video Communications, Inc ZM 5.9% Portfolio Allocation

ZM reports this evening after the market close.

The company sells Video Conferencing expertise and has a wacked out crazy valuation that everyone thinks they will grow exponentially into as they take over the world. I suppose I must think so also to as here I am.

You can find out more here:

https://seekingalpha.com/news/3523756-zoom-video-communicati...

You can register for the CC Webinar here:

https://investors.zoom.us/events/event-details/zoom-third-qu...

The company last reported Sept 5th for FYQ2 2020 and you can do a brief review of the Press Release and CC Transcript here:

https://seekingalpha.com/pr/17623743

https://seekingalpha.com/article/4290088

As a bonus I am throwing in Slides from the presentation here:

https://seekingalpha.com/article/4290048

A few Highlights Include:

* Revenue Increased 96% Y/Y
* Customer Base Increased 78% Y/Y
* Net Expansion Rate above 130%

Simply an incredible report!

So what are the expectations for today?

https://seekingalpha.com/news/3523756-zoom-video-communicati...

And thats that. Nothing left to do but rake in the chips or grumble incoherently later this evening by the fire. The good news here is that I have a large fireplace and a lot of really nice wine. My best guess is that it will be a good report but that the market will decide it needs to be beaten anyway. The opposite point of view would be that the company stock is already priced about 35% off its high and a good report could offer stability and assurances that all is well and the future remains bright. In such case it might even gain a point or two which could soften the blow of CRWD getting clubbed mercilessly.

Happy Holidays
....and....
All the Best,
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