Tom Nash patreon

DCF - Zoom Stock - Patreons Exclusive

🕑 Added 2021-08-17 08:18:14 +0000 UTC

Comments

varun vithalani

Agree.. request a detailed video on where you pull the data from and how you estimate forward values

21sixzeros

I think you need to actually should pick a company and walk us through the process of extrapolating numbers exactly how you do it..You skip steps in your video that leaves rookies like me stumped. Whats easy for you is another world for us. How do you get future EBITDA, NWC, CAPEX etc..where do they come from??

21sixzeros

Where does the forward years EBITDA numbers come from? They arent on any financial statement.

Richard Yang

Would ZM be a buying opportunity at $290?

Generico Fakero

The Wall Street expected growth for zoom for next year is 97% actually

Moe M

Thank you so much for the DCF, I'm gonna run it with %40 growth and stay conservative on this stock

Moe M

I think %90 growth is just too much Tom unless you are expecting another full lockdown or hey maybe a war that causes a lock down??

Generico Fakero

I agree this would have to be a consumer product for the most part to meet expectations

Paddy

I work as an IT\telecoms manager for a large enterprise. Our organisation, and the majority of others I have contact with, all seem to be going MS Teams. Since theyt intordocued direct routing, you can also now route SIP calls direct to the app, meaning you can do meetings, chat, collab and PSTN in one app. Their mobile app is also great. Agree Zoom seems more suited for SMEs.

Ross C

Still a little on the fence on this one! I work in IT and ALOT of financial sector based customers are avoiding Zoom like the plague due to the historical security issues they have had. So whilst their user base may be increasing for personal use and SME consumption due to WFH COVID restrictions, I do wonder about their larger enterprise customer base.