What is an Investment Thesis and 3 Tips to Make One
How To Write an Investment Thesis
What is an Investment Thesis? A Comprehensive Guide for Investors
Zoom Q3 23’ Investment Thesis Update
Investment Thesis Template
COMMENTS
Discussing our Zoom Valuation with Will Summerlin and Andrew Kim
Read our full valuation article here. According to ARK's open-source research and model, Zoom's share price could approach $1,500, compounding at a 76 percent annual growth rate in 2026. In today's episode, Will Summerlin and Andrew Kim talk through their thesis for Zoom, as well as their open-source Zoom model that's available on GitHub.
Cathie Wood Is Almost Certainly Wrong About Zoom Stock
The investment thesis for Zoom. Ark Invest actually has three price targets for Zoom: a bear case of $700 per share, a medium case of $1,500, and a bull case of $2,000.
Compounder Fund: Zoom Video Communications Investment Thesis
Notably, Yuan and Steckelberg controlled 45.53 million and 1.08 million Zoom shares, respectively, as of 31 March 2020. At Zoom's 21 September 2020 share price of US$468, Steckelberg's stake is worth US$508 million while Yuan's is valued at a staggering US$21.3 billion. We think these large ownership stakes also help put Zoom's ...
Zoom: Will Surprise Your Portfolio In 2021, Multifaceted Growth Ahead
Investment Thesis - Multifaceted Growth Ahead. 2020 was a banner year for Zoom (NASDAQ:ZM).It has the perfect product available at the ideal time. Its most recent quarterly revenue increased four ...
Zoom Stock: Revising The Bull Thesis (NASDAQ:ZM)
Zoom hasn't given any guidance beyond next quarter. Per S&P Global, analysts expect Zoom's growth to decelerate to 15.4% and 14.5% in the first two quarters of 2022. Looking further out, Seeking ...
3 Things About Zoom Stock That Smart Investors Know
The investment thesis for Zoom rests on the premise that it will be able to use its new market strength to sell a wider range of services to businesses. That's why the company has been pouring ...
Zoom Q3 23' Investment Thesis Update
Q3 23' Investment Thesis Update Executive Summary. Thesis I: Zoom Continues to Drive Growth from the Massive Enterprise Market Segment. Primary Growth from Enterprise Segment: The enterprise ...
Cathie Wood's ARK Invest predicts bull run for Zoom
Cathie Wood's ARK Invest published on Wednesday its thesis for Zoom, the top holding in its flagship Innovation exchange-traded fund (ETF), complete with a $1,500 price target for 2026 and a ...
Zoom: Minimal Growth Left
The Zoom Investment Thesis May Already Be Over. For now, the same lack of growth has been observed in ZM's FQ3'24 earnings call, with revenues of $1.13B (inline QoQ / +3.2% YoY).
How to Write an Investment Thesis
Recognizing short-term catalysts. Why home improvement is "one of the most obvious long-term trends out there." Travel and return-to-work are two trends worth watching. Then, using language ...
The Remote Connectivity Investment Thesis
What Zoom and Teladoc have in common is that they're both part of a broader investment thesis surrounding remote connectivity. The Remote Connectivity Thesis. Stay-at-home stocks like Peloton, Zoom, Slack, and Roku all dropped after vaccine news on Monday. But is the momentum for those names really over?
Zoom Video Communications, Inc. (ZM) is Attracting Investor ...
Zoom Video reported revenues of $1.1 billion in the last reported quarter, representing a year-over-year change of +4.9%. EPS of $1.07 for the same period compares with $1.11 a year ago.
How to Create an Investment Thesis [Step-By-Step Guide]
Step 1: Start With the Essentials. First things first. Before you get into doing the research that goes into an investment thesis or stock pitch, make sure you take the time to write out the basics. At the top of the page, include things like: The name of the company and its ticker symbol. Today's date.
Investment Thesis: An Argument in Support of Investing Decisions
Investment Thesis: An investment thesis is the beliefs that investors decide to use when determining what investments to purchase or sell, when to take an action and why. An investment thesis ...
Writing a credible investment thesis
A credible investment thesis should describe a concrete benefit, rather than a vaguely stated strategic value. This point needs underscoring. Justifying a deal as being "strategic" ex post facto is, in most cases, an invitation to inferior returns. Given how frequently we have heard weak "strategic" justifications after a deal has closed, it's ...
Writing a Credible Investment Thesis
The investment thesis is no more or less than a definitive statement, based on a clear understanding of how money is made in your business, that outlines how adding this particular business to your portfolio will make your company more valuable. Many of the best acquirers write out their investment theses in black and white.
How to Write the Perfect Investment Thesis
Step 2: Conducting Market Research. An investment thesis that is not backed by data is just opinion. To write the perfect investment thesis you need to conduct market research. This includes analyzing market trends, identifying potential risks and benefits, and conducting competitive analysis.
Building An Investment Thesis
This month, the team at SeventyTwo have reviewed several themes and ideations from leading market makers and investment managers to provide an overview of concepts to support your own investment thesis. Megatrends, top-down considerations As part of the 2023 AFR Business Summit, politicians and business leaders urged investors to zoom outfrom today's data to look […]
Charles Schwab Investment Management Inc. Grows Stock Position in Zoom
Charles Schwab Investment Management Inc. grew its position in shares of Zoom Video Communications, Inc. (NASDAQ:ZM - Free Report) by 8.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).The fund owned 1,075,625 shares of the company's stock after buying an additional 81,215 shares during the period.
Zoom Video Communications Has A Future (NASDAQ:ZM)
Two of the most important areas for Zoom's future expansion are Zoom Phone and the Contact Center. Zoom Phone is a cloud phone system that has seen remarkable growth since its introduction in 2019 ...
PDF Guidelines for a Successful Zoom Thesis/Dissertation Defense
The thesis or dissertation defense has two parts: a presentation open to the public and a closed-door session restricted to the student, the advisory committee members, and (for PhD ... The student should schedule the Zoom meeting and share the invitation link with the department for distribution to graduate students and faculty. The student ...
Bridging private equity's value creation gap
For instance, if the fund's investment thesis is centered on the availability of inventory, they may rigorously track forecasts of supply and demand and order volumes. This way, they can identify and address issues with inventory early on. Some managers pull information directly from the enterprise resource planning systems in their portfolio ...
5 Investment Opportunities With Over 700% Upside, According to Cathie
Here are the five investment opportunities: Zoom Video Communications (ZM 1.37%), Roku ... For example, only parts of Ark Invest's investment thesis for Roku are on track right now. In the third ...
Wall Street Is Sleeping On These High-Dividend Small Caps
It pays a large 34-cent quarterly dividend that yields about 11.6%. But it also has paid a small special dividend over the past couple of years, and in 2023, it paid a pair of modest supplementals ...
Zoom: Unlock The Value In This Stock Ahead Of Earnings
At current share prices just under $62, the company trades at a market cap of just $19.01 billion. When we adjust for the $6.96 billion of cash and securities on Zoom's most recent Q4 balance ...
Summer Internship at a Hedge Fund
Published on May 13, 2024. Nathan Lang, COL & WH '26, Boston, MA. Over this summer, I explored my interests in investment management by working at a hedge fund in New York City called Monarch Capital Group. At this fund, the strategy targets small to micro-cap companies that operate in the healthcare, industrial, and technology sectors.
Investment, leadership will be key to success of Toronto's WNBA
Investment, leadership will be key to success of Toronto's WNBA franchise, say Brock experts. Monday, May 13, 2024 | by The Brock News. ... Thesis defences — May 13 to May 17. May 10, 2024. Deadline nearing to provide feedback on Provost candidates. May 09, 2024. Browse the archives
What Is an Investment Thesis?
What Is an Investment Thesis? Investing is a process. One important task an investor should perform before putting money into an opportunity is to develop an investment thesis. An investment ...
Investors Heavily Search CRISPR Therapeutics AG (CRSP): Here is What
ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities. If you wish to go to ZacksTrade ...
IMAGES
COMMENTS
Read our full valuation article here. According to ARK's open-source research and model, Zoom's share price could approach $1,500, compounding at a 76 percent annual growth rate in 2026. In today's episode, Will Summerlin and Andrew Kim talk through their thesis for Zoom, as well as their open-source Zoom model that's available on GitHub.
The investment thesis for Zoom. Ark Invest actually has three price targets for Zoom: a bear case of $700 per share, a medium case of $1,500, and a bull case of $2,000.
Notably, Yuan and Steckelberg controlled 45.53 million and 1.08 million Zoom shares, respectively, as of 31 March 2020. At Zoom's 21 September 2020 share price of US$468, Steckelberg's stake is worth US$508 million while Yuan's is valued at a staggering US$21.3 billion. We think these large ownership stakes also help put Zoom's ...
Investment Thesis - Multifaceted Growth Ahead. 2020 was a banner year for Zoom (NASDAQ:ZM).It has the perfect product available at the ideal time. Its most recent quarterly revenue increased four ...
Zoom hasn't given any guidance beyond next quarter. Per S&P Global, analysts expect Zoom's growth to decelerate to 15.4% and 14.5% in the first two quarters of 2022. Looking further out, Seeking ...
The investment thesis for Zoom rests on the premise that it will be able to use its new market strength to sell a wider range of services to businesses. That's why the company has been pouring ...
Q3 23' Investment Thesis Update Executive Summary. Thesis I: Zoom Continues to Drive Growth from the Massive Enterprise Market Segment. Primary Growth from Enterprise Segment: The enterprise ...
Cathie Wood's ARK Invest published on Wednesday its thesis for Zoom, the top holding in its flagship Innovation exchange-traded fund (ETF), complete with a $1,500 price target for 2026 and a ...
The Zoom Investment Thesis May Already Be Over. For now, the same lack of growth has been observed in ZM's FQ3'24 earnings call, with revenues of $1.13B (inline QoQ / +3.2% YoY).
Recognizing short-term catalysts. Why home improvement is "one of the most obvious long-term trends out there." Travel and return-to-work are two trends worth watching. Then, using language ...
What Zoom and Teladoc have in common is that they're both part of a broader investment thesis surrounding remote connectivity. The Remote Connectivity Thesis. Stay-at-home stocks like Peloton, Zoom, Slack, and Roku all dropped after vaccine news on Monday. But is the momentum for those names really over?
Zoom Video reported revenues of $1.1 billion in the last reported quarter, representing a year-over-year change of +4.9%. EPS of $1.07 for the same period compares with $1.11 a year ago.
Step 1: Start With the Essentials. First things first. Before you get into doing the research that goes into an investment thesis or stock pitch, make sure you take the time to write out the basics. At the top of the page, include things like: The name of the company and its ticker symbol. Today's date.
Investment Thesis: An investment thesis is the beliefs that investors decide to use when determining what investments to purchase or sell, when to take an action and why. An investment thesis ...
A credible investment thesis should describe a concrete benefit, rather than a vaguely stated strategic value. This point needs underscoring. Justifying a deal as being "strategic" ex post facto is, in most cases, an invitation to inferior returns. Given how frequently we have heard weak "strategic" justifications after a deal has closed, it's ...
The investment thesis is no more or less than a definitive statement, based on a clear understanding of how money is made in your business, that outlines how adding this particular business to your portfolio will make your company more valuable. Many of the best acquirers write out their investment theses in black and white.
Step 2: Conducting Market Research. An investment thesis that is not backed by data is just opinion. To write the perfect investment thesis you need to conduct market research. This includes analyzing market trends, identifying potential risks and benefits, and conducting competitive analysis.
This month, the team at SeventyTwo have reviewed several themes and ideations from leading market makers and investment managers to provide an overview of concepts to support your own investment thesis. Megatrends, top-down considerations As part of the 2023 AFR Business Summit, politicians and business leaders urged investors to zoom outfrom today's data to look […]
Charles Schwab Investment Management Inc. grew its position in shares of Zoom Video Communications, Inc. (NASDAQ:ZM - Free Report) by 8.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).The fund owned 1,075,625 shares of the company's stock after buying an additional 81,215 shares during the period.
Two of the most important areas for Zoom's future expansion are Zoom Phone and the Contact Center. Zoom Phone is a cloud phone system that has seen remarkable growth since its introduction in 2019 ...
The thesis or dissertation defense has two parts: a presentation open to the public and a closed-door session restricted to the student, the advisory committee members, and (for PhD ... The student should schedule the Zoom meeting and share the invitation link with the department for distribution to graduate students and faculty. The student ...
For instance, if the fund's investment thesis is centered on the availability of inventory, they may rigorously track forecasts of supply and demand and order volumes. This way, they can identify and address issues with inventory early on. Some managers pull information directly from the enterprise resource planning systems in their portfolio ...
Here are the five investment opportunities: Zoom Video Communications (ZM 1.37%), Roku ... For example, only parts of Ark Invest's investment thesis for Roku are on track right now. In the third ...
It pays a large 34-cent quarterly dividend that yields about 11.6%. But it also has paid a small special dividend over the past couple of years, and in 2023, it paid a pair of modest supplementals ...
At current share prices just under $62, the company trades at a market cap of just $19.01 billion. When we adjust for the $6.96 billion of cash and securities on Zoom's most recent Q4 balance ...
Published on May 13, 2024. Nathan Lang, COL & WH '26, Boston, MA. Over this summer, I explored my interests in investment management by working at a hedge fund in New York City called Monarch Capital Group. At this fund, the strategy targets small to micro-cap companies that operate in the healthcare, industrial, and technology sectors.
Investment, leadership will be key to success of Toronto's WNBA franchise, say Brock experts. Monday, May 13, 2024 | by The Brock News. ... Thesis defences — May 13 to May 17. May 10, 2024. Deadline nearing to provide feedback on Provost candidates. May 09, 2024. Browse the archives
What Is an Investment Thesis? Investing is a process. One important task an investor should perform before putting money into an opportunity is to develop an investment thesis. An investment ...
ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities. If you wish to go to ZacksTrade ...