Turkey week recapZoom Video Communications, Inc. – ZM
Pitch Summary: Zoom’s free cash flow (FCF) is impressive, trading at an 8x FCF/EV multiple, which is cheaper than expected. The company plans to buy back roughly 4% of its float while adding $300-500 million in cash to its balance sheet, making an upside to $110 a soft target. BSD Analysis: Zoom continues to be […]