ZM - Monthly Newsletter - March 2021

• For us, as investors seeking to buy shares of profitable companies at prices that reflect their measurable economic value, the question is what, if anything, the changes we are seeing in the stock markets, and the emergence of a new breed of stock-buyers, means for us and for our clients.
• We believe that doing what we have been doing for the last twenty-three or so years is not only still reasonable, but more, it remains the best method for long term investors to achieve financial success in the stock markets.
• Are we old and stodgy and out of step with the new reality? We don't think so. What we do works.

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