PD - SaaS Valuations COVID-19 Edition: Zoom Is (Literally) Off The Charts
The COVID-19 pandemic is disrupting our lives in an unprecedented way. The humanitarian crisis we are going through will have long-lasting ramifications on healthcare, the economy and our society as a whole.
There are already very obvious impacts in public equities:
- Travel and hospitality, non-essential retail, live events and offline entertainment are all coming to a halt and are being hammered.
- Telehealth, video-conferencing software, online delivery services and online entertainment appear poised to thrive and are surging.
But the pandemic could pose a challenge to many industries in more subtle ways. In an economic slowdown,