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The main problem with Zoom is that it's a one trick pony. Yes, it has some diversification (albeit limited), but its core business accounts for pretty much all the business there is.
And it has quite a bit of competition between MS Teams, Cisco WebEx and even Skype.
I wouldn't mind putting some position into it in the short term, but for long terms, I'd be worried about its overall business vs. the competition. MS can pack it everything seamlessly into its Office Suite, what can zoom does so that their client would stick with them in the long term?
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Nothing for now
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