Zoom’s stock has more than doubled YTD, largely propelled by the COVID-19 crisis. It blew past 300M daily meeting participants, revenue is up 88% in 2020, and net income is up 6x. Those numbers might provide some insight as to why the market is trading the company at over 70x LTM revenue (yes, you read that right), but provides little justification. The market is trying to bake in the massive shift in communication: Zoom is trying to be your remote office....
I’ve made it a habit to buy books on the spot whenever someone gives me a “must-read” recommendation. So, when my friend, Tomas, gave me this recommendation, I bought it right away. To my surprise, when it finally arrived, I went to place it on my bookshelf next to two other copies of this exact same book I had ordered before. On written reports and specs Across the board I think teams can benefit from improving the quality and quantity of planning documents (product & tech specs) prior to building anything....