Zoom: The Software Stock That Escaped The Crash

Core Insights - Zoom Communications (ZM) has shown resilience against the volatility affecting its software peers, likely due to the nature of video conferencing being less susceptible to disruption by AI [1] Company Analysis - The company operates in a sector with long growth runways, which is a positive indicator for future performance [1] - ZM is perceived as undervalued, presenting potential investment opportunities for growth-oriented investors [1] Analyst Perspective - The financial analyst, Julian Lin, emphasizes the importance of strong balance sheets and management teams when identifying investment opportunities [1] - The investment strategy includes a combination of growth principles and strict valuation hurdles to enhance the margin of safety [1]