Countdown to Goldman’s Investor Day and Buffett’s Defense of Buybacks 2/27/23
CNBC's "Fast Money"
00:00
Zoom
Zoom is no longer trading at a valuation that would suggest you're buying it because you're expecting some accelerating growth. Meanwhile, you could actually buy Cisco at about 10 times earnings and they have WebEx, which is where Zoom originally came from. So to me, neither of these are growth companies, but I'd sooner buy Cisco even if I don't use WebEx over Zoom.
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