$ZM

2 theses

bullish 100%neutral 0%bearish 0%

Avg return (3m)

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Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices delayed ~15 min · refreshed 10m ago

$ZMr/wallstreetbetsDDbullish

u/rakeee · 2h agono track record yet

Anthropic IPO = easy money for monkey

Zoom owns approximately $3B in Anthropic stock (~10% of Zoom's market cap), providing indirect exposure to an anticipated oversubscribed IPO. As an undervalued cash-generative business trading at a discount, Zoom offers both a speculative play on Anthropic's IPO upside and a fundamental value story through its $2B annual free cash flow and capital allocation.

Now $95.9010m ago

original post →

$ZMr/ValueInvestingStock Analysisbullish

u/k_ristovski · 21d ago2 prior · awaiting results

45% of Zoom has nothing to do with Zoom's business

Zoom's core business is valued at $17.4B with strong free cash flow above $1.1B, while 45% of its $31.5B market cap derives from non-business assets including a $6B+ stake in Anthropic. Upcoming Q2-Q3 unrealized gains from the Anthropic IPO and potential post-IPO capital allocation (acquisitions, buybacks, dividends) could drive significant upside.

At post $107.43Now $95.90-10.7% since posted10m ago

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3d-2.4%

1w-8.4%

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End of results.