Analysis on GARP with strong economic moats, Moat Investing

Moat Investing

We are a group of experienced investors that like to dig deeper into stocks to find growth stories at a reasonable price with strong economic moats. We also aim to conduct high-quality analysis by doing deep dive on valuations, key business drivers, risk/reward, and different future scenarios.

Analysis on GARP with strong economic moats

GARP with strong economic moats

Equity Bottom-Up

Zoom Video Communications Inc / Equity Bottom-Up

<ul>
<li>Even though current valuations offer no upside, new uses added to Zoom can unlock value. We believe that the significant downside of Zoom is in the past.</li>
<li>Almost half of the employees are keen to work remotely, and nearly 2/3 of high-growth companies are set up for a productivity-anywhere model, offering a sustainable future for Zoom.</li>
<li>Users appreciate the reliability of Zoom, and they chose to stay, despite the low costs of switching and free substitutes, giving Zoom a competitive advantage.</li>
</ul>


Even though current valuations offer no upside, new uses added to Zoom can unlock value. We believe that the significant downside of Zoom is in the past.
Almost half of the employees are keen to work remotely, and nearly 2/3 of high-growth companies are set up for a productivity-anywhere model, offering a sustainable future for Zoom.
Users appreciate the reliability of Zoom, and they chose to stay, despite the low costs of switching and free substitutes, giving Zoom a competitive advantage.


Zoom Might Be A Long-Term Buy With Limited Short-Term Upside