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$ZM posts impressive metrics and product launch details
I bought into Zoom video like so many others in late 2019, and then through 2020…a few investment services “promoted” (sometimes feels like another “P” word but I’d like to keep this post neutral) the stock as a great buy through its ups and downs, even near its all time highs, without actually taking into consideration it’s valuation, growth trajectory or how the alternatives were possible eating into its share.
$MSFT $GOOGL and other startups were all building great coworking and productivity tools, regardless of whether you’re remote or at the office.
Fyi - Www.teamflowhq.com was one of them we tried but it never caught on due to the habits of my team.
**UPDATE - another one www.preciate.com , great for virtual social gatherings or conferences with several tracks and breakouts.

Going forward, I’ll be more cautious in position sizing and checking valuations and euphoria (both upwards and downwards) when listening to recommendations.
$ZM has entrenched itself into enterprises, but it remains to be seen if it can be a “must have” platform of communication services. New product launches this quarter seem interesting but for the retail and SME, they don’t matter much. Here’s a recent article by zdnet that basically tells me that I don’t need a subscription…do you use Zoom, or just use the verb and use another tool?
ZDNET
Is it time to stop paying for Zoom?
Do you need to spend $150 per year for the Zoom Pro plan, or is the free plan good enough? We offer a decision tree to help you make the right decision.

The Expat Investor | Luka 🦉's avatar
Since my company implemented Teams over Skype, it has been another world. I don't honestly know how people prefer Zoom to Teams... my wife uses Zoom for her online business (streaming online webinars), and I understand it's good for that. Still, for collaboration tools in the office, Teams is way better, IMO.
Sachiv's avatar
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