EPISODE · Sep 14, 2020 · 31 MIN
Zoom's Blank Check
from "Age of Miracles" · host Packy McCormick | Turpentine
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
What this episode covers
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
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Zoom's Blank Check
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