Zoom's Blank Check
<p>This week, we're doing a Case Study on Zoom.&nbsp;</p> <p>- Its numbers are on fire.&nbsp;</p> <p>- Its stock is overvalued.</p> <p>- It has no moats.</p> <p>If you're CEO Eric Yuan, what do you do to increase long-term shareholder valuer?</p> <p>Read the full essay and participate in the Case Study here: https://notboring.substack.com/p/zooms-blank-check</p> --- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message
"Age of Miracles" · Packy McCormick | Turpentine
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Show Notes
This week, we're doing a Case Study on Zoom.
- Its numbers are on fire.
- Its stock is overvalued.
- It has no moats.
If you're CEO Eric Yuan, what do you do to increase long-term shareholder valuer?
Read the full essay and participate in the Case Study here: https://notboring.substack.com/p/zooms-blank-check
--- Send in a voice message: https://podcasters.spotify.com/pod/show/ageofmiracles/message