EP.002: Zoom ($ZM): Growth Acceleration, A Catalyst
Hello and welcome back to Pitch The PM, where we debate high-conviction investment ideas with top PMs using our 10 Step Variant View Investment Checklist.
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2-2.5x Return Potential. Post the COVID stock bubble, a laser-focused management team at Zoom worked to transform from a single-product company to an Enterprise platform. Revenue growth acceleration from low single-digits to high single-digits could be the catalyst for positive earnings revisions and potentially multiple re-rating.
In the second episode of Pitch the PM, ex-Citadel Analyst & Millennium Senior Portfolio Manager Doug…
The skinny
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