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ZM - 'Insane' Growth Vs. 'Crazy' Valuations: A Bottom-Up View Of The Tech Sector (Podcast)
Zoom Video Communications Inc.
Over the past 12 months, the trend of investors seemingly rewarding top line growth - value be damned - has accelerated.
Top names like Zoom and Tesla have both gained more than 500% over this period, with current valuations that have led many observers to make comparisons to the late 90's.
Elazar Advisors' Chaim Siegel joins the podcast to explain how his unique bottom-up approach leads him to remains overweight the entire tech sector.