Part of what we're seeing right now is also a recognition that, and i want to be clear on this, zilvidio hadn't given any guidance. When they came out with their guidance for the full year, a group of annalysts on wall street said, oh, we thought it was going to be higher. I don't know why any company would come out with guidance for the next 12 months that is anything other than cautious or shrugamoce, right, right and right. So in terms of their giding, nogh. But let's just be clear about this. This is not zumvido cut their guidance from three months prior They came out with
The latest results from Zoom Video seem like as good a reason as any to check in on the state of "pandemic stocks". As we've witnessed repeatedly throughout investing history, some businesses are more sustainable than others. (0:25) Tim Beyers discusses: - Zoom's continued customer growth and gross margins - CEO Eric Yuan's steady approach to offering guidance - Why he believes DocuSign and DoorDash have staying power. - Ritch Allison retiring as CEO of Domino's Pizza and handing the keys to the corner office to COO Russell Weiner. - Pizza preferences! (15:30) Alison Southwick and Robert "Bro" Brokamp talk with Matt Argersinger about the ins and outs of being a landlord at a time when real estate is still hot. Stocks discussed: ZM, DOCU, PTON, DASH, DPZ, ABNB Our email address is podcasts@fool.com Host: Chris Hill Guests: Tim Beyers, Alison Southwick, Robert Brokamp, Matt Argersinger Producer: Ricky Mulvey Engineer: Rick Engdahl, Tim Sparks
Learn more about your ad choices. Visit megaphone.fm/adchoices