This week's pick comes from
@brianferoldi -- though we both already own this stock in our portfolios: Zoom Video Communications
$ZMHere's what you need to know:
The net dollar expansion rate among $100K+ customers remains strong
Beyond that, we aren't totally convinced of impenetrable switching costs, but the brand value is undeniable.
The company has shown there's optionality -- and room for leverage ahead as it has reaccelerated its spending.
Competition is definitely the most important of all the threats (dilution is actually going in the right direction recently as the company has bought back stock)
On the valuation front,
$ZM is awfully cheap versus its history and the market for larger growth (ish) stocks in general
Here's what we're watching
And how it scored on our frameworks...
But what do YOU think of Zoom today?