IB Net Payout Yields Model

Zoom Video: Zooming Too Far

Zoom Video is priced for unsustainable trends plus the video conferencing tools isn't ready for privacy issues.
The stock is worth double and triple a similar group of companies benefiting from the work-from-home economy.
The stock trades at an unsustainable 40x FY21 sales.
As the market has collapsed this year due to the coronavirus outbreak, Zoom Video Communications (ZM) has soared. The company benefits from the virtual economy and reportedly has seen mobile active users up over 150% in March. The problem here is that the stock is priced for a virtual only world where users never return to normal trends.
Read the full article on Seeking Alpha. 

Disclosure: No position mentioned. Please review the disclaimer page for more details. 


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