No. of Recommendations: 5
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:

You can register for the CC Webinar here:

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

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

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?

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
All the Best,
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