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TopicStock Topic 34
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12/03/21 11:58:26 AM
#382:


Also hey Zoom hit my $180pt

Fair value for Zoom imo is $130-$140 which puts it at around 30 p/e which is what I expect out of a company that has expended most of its growth.

I expect it to fall to around there and then stagnate. Maybe bleed out if Microsoft starts taking its market share.

I would never put 40% of my portfolio in it-- it's never getting anywhere near $500 again. Just not enough upside to me (or safety for that matter) to go that heavy in it.

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