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Trader Brian Jones

I'm going to recap with what I see. Let's start with my #1 long term hold $ZM. Ok you already know.

9:12 PM · May 19, 2020Twitter Web App

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What’s their moat ?

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Totally agree. Most companies are customers of behemoth other software companies with competing products - $MSFT, $GOOG, $CSCO so switching would be encouraged and easy. $ZM is sticky with consumers - however that’s mostly just free users.

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When do you think that party runs out of steam? It’s obviously been great, but nothing lasts forever.