Institutional ticker directory tracking stock mentions, long/short ideas, and high-conviction pitches extracted from quarterly hedge fund letters.
| Ticker | Company | Sector | Industry | Pitches | Stance |
|---|---|---|---|---|---|
| Fund / Manager | Thesis Excerpt | Stance | Period / Date | Action |
|---|---|---|---|---|
Harry Qelm Baabsman Harry Qelm Baabsman | “We consider Zoom as a business with a great product and a talented team that learns from mistakes and develops more and better future products. It came from a Zoom call to Zoom workplace; it is so much more now than just a video-conference software company. Today it is a sustainable, profitable business with a bright idea, which was an exceptional pearl even before COVID-19. The debt level is low, the revenue stream continues to come above $4.9 billion a year, the business has a 30+% free cash flow margin and its product canceled millions of unnecessary business travel, which is very green. Zoom has some difficulties growing again at a double-digit pace, but when it fell to below $60, it was an opportunity to step heavily in. Now, the company is trading more reasonably between $80+ and 100. It is a nice long-term business to hold. We entered the position in 2023 and 2026 at an average price of $75.3 in 2023, 2024, and 2026.” | NEUTRAL | Q2 2026 Aug 18, 2026 | View Pitch |
Pelican Bay Capital Management Tyler Hardt, CFA | “We initiated a new investment in Zoom Video Communications (ZM). Zoom is the global leader in modern enterprise video communications. While the company became a household name during the pandemic, its” | BULL | Q1 2026 Apr 20, 2026 | View Pitch |
Harry Qelm Baabsman Harry Qelm Baabsman | “Zoom Video Communications (ZM): We consider Zoom as a business with a great product and a talented team that learns from mistakes and develops more and better future products. It came from a Zoom call to Zoom workplace; it is so much more now than just a video-conference software company. Today it is a sustainable, profitable business with a bright idea, which was an exceptional pearl even before COVID-19. The debt level is low, the revenue stream continues to come above $4.5 billion a year, the business has a 30+% free cash flow margin, has little debt, and its product canceled millions of unnecessary business travel, which is very green. Zoom has some difficulties growing again at a double-digit pace, but when it fell to below $60, it was an opportunity to step heavily in. Now, the company is trading. BSD Analysis: Zoom is a deeply discounted, high-quality software company whose stock price fundamentally misrepresents its successful pivot from a single-product tool to an integrated AI-powered communications platform. The core moat is its massive, ubiquitous installed base, which is now being monetized through higher-value offerings like Zoom Phone and Zoom Contact Center. The company has embraced AI as a structural growth driver, with AI Companion being rolled out to drive adoption and increase ARPU across the entire platform. Despite the narrative of post-pandemic collapse, Zoom still generates superior, 68% Adjusted Operating Margins and robust Free Cash Flow (FCF), demonstrating strong operational discipline. The stock is a classic value-with-a-catalyst scenario: investors are buying the FCF engine at a trough multiple, ahead of the inevitable re-rating as the market realizes the success of the new product suite and the sticky nature of its enterprise subscription model.” | BULL | Q2 2025 Jul 4, 2025 | View Pitch |
Each excerpt above is the manager's commentary on this ticker specifically. The full letter has the rest of their portfolio thinking, risk discussion, and broader institutional context.
