Chit Chat Stocks
Chit Chat Stocks
Chit Chat Stocks
Is Zoom Sitting On Billions In Anthropic Gains? Plus, Why The Business Can Thrive During The AI Revolution, With Sean Emory (Ticker: ZM)
1 hour 1 minutes Posted Feb 18, 2026 at 9:00 am.
) Introduction
) Zoom's Business Model Evolution
) AI Integrations
) Anthropic Investment
) AI's Dominance Over Software
) The Impact of COVID on Zoom's Growth
) Zoom's Pricing Power and Market Position
) Capital Returns and Buyback Strategies
) Valuation
) Misunderstandings About Zoom's Business Model
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Show notes
On this episode of Chit Chat Stocks, we speak with Sean Emory, founder and CIO of Avory & Co, about Zoom Communications (Ticker: ZM). We discuss:
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FOUNDATIONAL EQUITIES ETF: https://avoryfunds.com/
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