• Brett Schafer

Zoom Video Is More Than Just Virtual Meetings, With Sean Emory (Ticker: ZM)



Listen On:

  1. Spotify

  2. Apple Podcasts

Show Notes


Today we had the pleasure of bringing back recurring guest Sean Emory of Avory & Co. Sean goes through Zoom Video's business today and why it has a chance to be one of the largest software companies in the world within five to ten years. Here are some questions we asked him:

  1. When did you first get interested in Zoom as an investment?

  2. What are some of the products that Zoom offers beyond meetings? Which of these do you think has the most potential? Any highlights from Zoomtopia?

  3. Why has Zoom Phone done so well? What is the opportunity there? (same with enterprise sales)

  4. A lot of people say that we’re at or past “peak zoom”. Why do you think that’s not the case? What do the next 18 months look like for this business?

  5. Does Zoom have any lasting competitive advantages?

  6. Does Zoom have pricing power?

  7. What do you think of management?

  8. What does the valuation look like today? How do you think they’ll utilize the huge cash pile?

  9. Premortem: How could an investment in Zoom go poorly from here?


Disclosure: The author and podcast guests are not your financial advisors. Ryan Henderson and Brett Schafer are general partners and portfolio managers at Arch Capital. Clients of Arch Capital may hold securities discussed on this show.

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