Zoom: Deep Value Tariff Buy With 35% Net Cash

Group 1 - The tariff situation may enhance Zoom Communications as a compelling investment opportunity due to its resilient subscription revenue model [1] - The company possesses a strong balance sheet, which is advantageous in a market downturn [1] - The investment strategy focuses on identifying undervalued companies with secular growth potential and strong management teams [1] Group 2 - The analyst emphasizes a long position in Zoom Communications, indicating confidence in its future performance [2] - The investment approach combines growth-oriented principles with strict valuation criteria to ensure a margin of safety [1]