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Month: July 2020

Video: Our Stock Picking Strategy

About a week ago, Dan Shvartsman from Seeking Alpha interviewed Knox Ridley and I about the Zoom call we made last Fall, the trade made In January in the low-$60s, and the subsequent trades made in March in the low $100s and mid-$100s on our premium site. We discuss whether the company’s valuation matters now, and how our research site determines if we should hold on or add to the position amidst the rally. We also discuss the hard questions about Zoom, including the security issues the company faced in April and why removing friction from video conferencing is what…