And a lot of moves starting with a new buy alert. That's what I'm calling it because Josh Brown has added a new stock and it is Zoom. You've talked about this before. Maybe you've even owned it in the past. Oh yeah. >> But what's what's why now? >> Me and Zoom go way back. >> Yeah. Why are you uh >> I promised myself I promised myself I would never do this again. So of course I did it. Um here here here's the story of Zoom as I understand it and as I believe uh things things to actually be. This is a compan ...

Core Viewpoint - The company Zoom is being highlighted as a potential investment opportunity due to its enterprise business growth and innovative products, despite its recent stagnation in stock performance [1][2]. Company Overview - Zoom has recently reached 10 million users for its Zoom Phone service, indicating a successful expansion in its enterprise offerings [1]. - The company has $8 billion in cash on its balance sheet, providing flexibility for acquisitions and stock buybacks [1]. Market Position - The perception of video conferencing as a commoditized service is challenged by Zoom's unique advantages, particularly in enterprise settings where customers prefer Zoom over competitors like Microsoft Teams [1]. - The company is expected to report earnings on November 24, with potential for growth in its enterprise business, which could lead to a stock re-rating [1]. Financial Metrics - Zoom's current earnings multiple is 18 times, which is considered low compared to other technology stocks, suggesting potential upside if growth is realized [1]. - The company has faced challenges due to stock option compensation practices that have diluted shareholder value, but there is a shift towards being more shareholder-friendly [2].