RE: Good Stories Are Better Than Good Fundamentals
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I've not come across that term before but seeing Zoom on that list doesn't surprise me! The amount of Zoom weekly quizzes during lockdown has been insane as people look to ways of connecting to stay sane!
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Even so, how many people are actually paying for zoom versus their cost and marketing? The vast majority of people are using the free version and they've yet to be able to convert more into the paid model and it's not like other options like skype and teams are going to let them have a free ride and will eat into their margins even further
I do use zoom for work, but I sure wouldn't invest in the company at its current valuations that is for sure