On this episode of Chit Chat Stocks, we speak with Sean Emory, founder and CIO of Avory & Co, about Zoom Communications (Ticker: ZM). We discuss:

(00:00) Introduction

(11:23) Zoom's Business Model Evolution

(20:50) AI Integrations

(26:36) Anthropic Investment

(32:18) AI's Dominance Over Software

(39:09) The Impact of COVID on Zoom's Growth

(42:25) Zoom's Pricing Power and Market Position

(45:48) Capital Returns and Buyback Strategies

(51:40) Valuation

(55:31) Misunderstandings About Zoom's Business Model

FOUNDATIONAL EQUITIES ETF: https://avoryfunds.com/

*****************************************************

Sign up for our stock research service, Emerging Moats: emergingmoats.com

*********************************************************************

Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:

https://www.interactivebrokers.com/

Interactive Brokers is a member of SIPC.

*********************************************************************

Fiscal.ai is building the future of financial data.

With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.

Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat

*********************************************************************

Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Is Zoom Sitting On Billions In Anthropic Gains? Plus, Why The Business Can Thrive During The AI Revolution, With Sean Emory (Ticker: ZM)

Chit Chat Stocks

Is Zoom Sitting On Billions In Anthropic Gains? Plus, Why The Business Can Thrive During The AI Revolution, With Sean Emory (Ticker: ZM)