EP.010: Is $ZM the Next Stealth AI Winner?
This episode is a replay of a webinar recorded on May 15th, where Ed Moya interviews Doug Garber, founder of Pitch the PM and Westport Alpha. Doug walks through his 10-step Variant View Checklist to make the case for Zoom ($ZM). Once seen as a COVID-era relic, Zoom is now a misunderstood, cash-rich business with sticky enterprise traction, product expansion into UCaaS, and a setup that offers asymmetric upside if growth reaccelerates.
1. What ACTION do I want the Portfolio Manager to take?
Doug owns $ZM after hearing Sean Emory pitch it in Episode 2. He sees it as a high-conviction long with…
The skinny
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