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Topic	Stock Topic 34
red sox 777 12/03/21 1:19:57 PM #386:	Also to be clear 99%+ of the value of my ZM position is in shares not calls and I am really not seeing the case for how this could be worth less than the $130-140/share or so you would get if you gave it a P/E ratio equal to other tech companies with much lower growth rates. So I don't think there is very much downside at this point. Actually, maybe it would be better to reduce the total capital involved and buy more calls. --- September 1, 2003; November 4, 2007; September 2, 2013 Congratulations to DP Oblivion in the Guru Contest! <cite>red sox 777 posted [p:960587079] in Stock Topi... [t:79729468]...</cite> <quote>Also to be clear 99%+ of the value of my ZM position is in shares not calls and I am really not seeing the case for how this could be worth less than the $130-140/share or so you would get if you gave it a P/E ratio equal to other tech companies with much lower growth rates. So I don't think there is very much downside at this point. Actually, maybe it would be better to reduce the total capital involved and buy more calls. --- September 1, 2003; November 4, 2007; September 2, 2013 Congratulations to DP Oblivion in the Guru Contest!</quote> ... Copied to Clipboard!
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