ZoomInfo Technologies: Rating Upgrade As Things Are Progressing Better Than Expected

Core Insights - The previous investment stance on ZoomInfo Technologies (ZI) was a hold rating due to concerns about short-term growth prospects, but recent progress has been noted [1] Group 1: Investment Approach - The investment strategy focuses on long-term investments while also considering short-term opportunities to uncover alpha [1] - The analysis is based on a bottom-up approach, examining the fundamental strengths and weaknesses of individual companies [1] - The investment horizon is medium to long-term, aiming to identify companies with solid fundamentals, sustainable competitive advantages, and growth potential [1]