👋 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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