Zoom: Deep Value Tariff Buy With 35% Net Cash

All the tariff drama might have made Zoom Communications (NASDAQ: ZM ) an even more compelling investment opportunity. The company’s subscription revenue model should prove resilient even in a market downturn, while the company’s strong balance sheetJulian is the leader of the investing group Best Of Breed Growth Stocks where he only shares positions in stocks which have a large probability of delivering large alpha relative to the S&P 500. He also combines growth-oriented principles with strict valuation h ...