👋 In today’s update, we’re talking about Zoom.

  • What do they do, what products do they sell, and who are their competitors?
  • Are they an economic franchise or just a business?
  • What’s their ceiling? Risks?

Resources used in this article:

  • Zoom’s S-1: Management’s discussion about their business starts on page 54.
  • Alex Clayton’s breakdown of Zoom’s S-1.

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Category:
Newsletter | Pure Alpha