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u/YeetVegetabales

Reddit r/ValueInvesting
· tracked since Apr 2026
Calls
1
Win Rate
100.0%
return
+9.5%
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
ZM Long +9.5%
Worst Calls
No live losers yet
Most Mentioned
ZM ×1
Recent Calls
ZM Long 3 months ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 100%
30d 100%
90d 100%
Average Return +9.5% Long Return +9.5% Short Return -
Average Return
7d +7.4%
30d +31.2%
90d +2.9%
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Thesis
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Source
ZM Zoom Vid... Zoom Video Communications
Long
Apr 08
$83.23
+9.5%
Zoom holds a $51M stake in Anthropic (May '23) now estimated to be worth $2-4B due to Anthropic's alleged $350B valuation and rapid $30B ARR growth. ZM's market cap is ~$25B against $7.9B net cash, implying a core business EV of ~$15B trading at ~12x forward P/E. The market is not pricing the full value of the Anthropic stake into ZM's stock. The anticipated Anthropic IPO (est. Oct '26) will force a public revaluation of this asset, acting as a major catalyst. ZM is a cheap way to gain pre-IPO exposure to Anthropic. The sum-of-the-parts valuation suggests significant upside once the stake is formally marked to market. Anthropic's reported valuation/ARR figures may be inflated or incorrect. The IPO may be delayed or canceled. Zoom's core communication business may face competitive or growth headwinds, eroding its standalone value.
Zoom holds a $51M stake in Anthropic (May '23) now estimated to be worth $2-4B due to Anthropic's alleged $350B valuation and rapid $30B ARR growth. ZM's market cap is ~$25B against $7.9B net cash, implying a core business EV of ~$15B trading at ~12x forward P/E. The market is not pricing the full value of the Anthropic stake into ZM's stock. The anticipated Anthropic IPO (est. Oct '26) will force a public revaluation of this asset, acting as a major catalyst. ZM is a cheap way to gain pre-IPO exposure to Anthropic. The sum-of-the-parts valuation suggests significant upside once the stake is formally marked to market. Anthropic's reported valuation/ARR figures may be inflated or incorrect. The IPO may be delayed or canceled. Zoom's core communication business may face competitive or growth headwinds, eroding its standalone value.
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u/YeetVegetabales has 1 trade ideas tracked on Buzzberg across 1 tickers since April 2026. Most covered: ZM.