Is Zoom Sitting On Billions In Anthropic Gains? Plus, Why The Business Can Thrive During The AI Revolution, With Sean Emory (Ticker: ZM)

On this episode of Chit Chat Stocks, we speak with Sean Emory, founder and CIO of Avory & Co, about Zoom Communications (Ticker: ZM). We discuss: (00:00) Introduction (11:23) Zoom's Business Model Evolution (20:50) AI Integrations (26:36) Anthropic Investment (32:18) AI's Dominance Over Software (39:09) The Impact of COVID on Zoom's Growth (42:25) Zoom's Pricing Power and Market Position (45:48) Capital Returns and Buyback Strategies (51:40) Valuation (55:31) Misunderstandings About Zoom's Business Model FOUNDATIONAL EQUITIES ETF: https://avoryfunds.com/ ***************************************************** Sign up for our stock research service, Emerging Moats: emergingmoats.com ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Learn more about your ad choices. Visit megaphone.fm/adchoices

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(815)

Ian Bezek Returns to Discuss Why Brazilian Bank Inter Is Undervalued And The State of Investing In Latin America

On this episode of Chit Chat Stocks, we chat with recurring guest Ian Bezek of Ian's Insider Corner about Inter, a bank in Brazil. We cover: (00:00) Introduction (03:51) The Brazilian Lending Marke...

16 Syys 54min

Stocks At 52-Week Lows; Meta's Agentic AI Push; 2 Under-Followed Small Caps

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (00:00) Introduction (01:14) Robinhood's Stock Tok...

11 Syys 1h 5min

BBB Foods + How To Invest For The Robotics Boom With Leandro From Best Anchor Stocks (Ticker: TBBB)

On this episode of Chit Chat Stocks, we speak with Leandro from Best Anchor Stocks. We discuss BBB Foods, and close with questions around his latest sector write-up on the robotics boom. Topics: (...

9 Syys 1h 4min

Lululemon's Continued Collapse; Broadcom and Cybersecurity Earnings; An Intriguing Small Cap $LULU

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: 0:00 – Introduction 5:10 – Lululemon Earnings 16:2...

4 Syys 1h 1min

10 Stocks Up More Than 100% This Year (Analyzing Winners)

On this episode of Chit Chat Stocks, we look at 10 stocks whose prices have risen by more than 100% so far this year. We discuss: (00:00) Introduction (05:05) Virtu Financial: Market making and hi...

2 Syys 1h 9min

Nvidia's Unbelievable Earnings; OpenAI's Carnage; Salesforce Earnings And The Software Comeback

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (0:00) Introduction (02:04) NVIDIA's Revenue Growth...

28 Elo 1h 7min

Dissecting Hotel and Casino Stocks (Hilton, Marriott, MGM, and Wynn)

On this episode of Chit Chat Stocks, we dive into a new sector coverage of hotels and casinos. We discuss: (00:00) Introduction (02:28) Initial thoughts and biases about the sector (11:53) Marrio...

26 Elo 1h 12min

OpenAI's Mounting Losses; Mark Walter's Crumbling Empire; Copart's Transformative Acquisition?

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (00:00) Introduction (01:58) Copart's Acquisition o...

21 Elo 1h 5min