Zoom Video: Top Tech Pick, 40% Net Cash, GAAP Profitability, 11x Earnings

In this market, Zoom Video (NASDAQ:ZM) is an intriguing pick. The tech company has some of the slowest growth rates among tech peers, but its high profit margins and low stock valuation make it highly compelling. Net cash makes up 40% of the market cap, and the company is repurchasing stock. Wall Street may be underestimating the possibility that growth returns as post-pandemic headwinds may eventually subside. Yet, the stock looks quite attractive even assuming anemic topline growth. I am upgrading the sto ...