Motley Fool Money Which Pandemic Stocks Are Holding Up?
Mar 1, 2022
In this engaging discussion, Tim Beyers, a Senior Analyst at Motley Fool, shares his insights on the performance of pandemic stocks like Zoom, DocuSign, and DoorDash. He highlights Zoom's impressive customer growth and leadership strategies under CEO Eric Yuan. Beyers also reflects on the challenges and potentials of these companies' long-term viability. Additionally, he examines the leadership change at Domino's Pizza and indulges in a light-hearted debate about pizza toppings, making for a lively conversation around investing!
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Zoom's Strong Performance and Profitability
- Zoom Video's impressive customer growth, particularly among those paying over $100,000, signals strong performance.
- Despite stock fluctuations, their high margins and profitability set them apart in the cloud computing sector.
Interpreting Zoom's Guidance
- Exercise caution when interpreting stock market reactions to guidance, especially in uncertain times.
- Consider that Zoom is known for its conservative guidance practices and its history of exceeding expectations.
Sustainable Pandemic Businesses
- The pandemic accelerated the adoption of certain services, but some businesses proved more sustainable than others.
- While Peloton's future remains uncertain, DocuSign's digital signature solution addresses a lasting need.