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/biz/ - Business & Finance

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18660217 No.18660217 [Reply] [Original]

Who the FUCK is still pumping Zoom at these prices?

P/E-ratio: almost 2 fucking k

P/S-ratio: almost fucking 80

(Market cap ca. 50 billion, revenue 622 million)

This got to be the most overrated stock since the dot-com bubble

Why isn't everyone drowining in puts already?

>> No.18660615

because that is the opinion of the majority. the majority isn't meant to turn profits as per the rules of the game. nothing personnel kid

>> No.18660686

>>18660217
Monthly active users went from 10M -> 300M in the past 4 months. Stock is only up 3X.

>> No.18660689

>>18660217
because the retards are all Zooming each other rn. Because under their nose, they assume its under everyones. MSFT or someone probably buy them or sink without trace again

>> No.18660764

>>18660689
FB would prob be a better fit. Microsoft already has teams, so regulators prob wouldn't allow it.

>> No.18661394

>>18660686
This. The P/E was high, yes. Like 300x. A normal P/E for a tech company is probably 50-100x, so the stock maybe should have been at worst 1/6th of the $110 it was sitting at. That's $18. Now it has done a 30x in revenue, putting fair value at $540/share.

You think it's overrated? Not even close.

My estimate is after COVID it'll lose ~60% of the new business, making it still an 11x, meaning ABSOLUTE MINIMUM VALUE the stock should have is ~$198/share.

This will reach $300 within the next 1-2 months, do what you will with that information.

>> No.18661416

>>18660217
Look at my post here >>18661394
and >>18660686
Revenue is now $18.6 BILLION. Do the math.

>> No.18662236

>>18661394
>30x in revenue

It hasn't you fool. People are using it much more right now but that doesn't correspondent to 30x paid subscriptions.

And usage rates won't stay that high after Corona.

>> No.18662787
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18662787

At some point you have to realize the valuations don't matter anymore. We are living in a twilight zone in which a theoretical nuclear detonation in Manhattan would result in the DOW opening at 100,000 the very next day.

Remember you can't print money - the Fed can.

>> No.18662875

It got added to the Nasdaq 100 today noob

>> No.18662955

>>18660217
China

>> No.18663513

>>18662236
I am willing to bet that the paid subscription % is actually much higher with this new batch of users than the pre-existing batch. I would literally put all of my money on the fact that the % is at least the same, and I would also put all my money on the fact that a LARGE number of businesses will have remote policies after Corona which did not before. And they will all use Zoom because every alternative is trash.

But it's ok, we'll see in 2 months when earnings come out. You can sit on the sidelines, I've moved my entire stock portfolio into Zoom. I did that at $124/share.

>> No.18663572

>>18660217
https://m.youtube.com/watch?v=7nFbKzt-uwE

>> No.18663895
File: 168 KB, 1079x911, EDjrSK7X4AIEaWh[1].jpg [View same] [iqdb] [saucenao] [google]
18663895

come on and zoom

>> No.18663903
File: 3.45 MB, 600x770, 1584561245852.gif [View same] [iqdb] [saucenao] [google]
18663903

>>18663513
Market itself is efficient. If your theory is right, the share price would be $540 TODAY. HFT algos are much faster at calculating & acting upon information arbitrage than you.

Any increase you would get from today is just retail volume driving the price up (if they have any money left to invest that is).

In short, it's already priced in.

>> No.18665315

>>18663903
>Efficiency and reaction time are the same
k