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Zoom Video Communications (ZM US) $US417.26

No change, our position in ZM has been a bit of a rollercoaster post the pandemic but we now have a new environment as the vaccine is rolled out and competition intensifies. ZM might be ahead of the pack but its still priced for substantial growth with an estimated P/E for 2021 of 150x, were thinking it might be time to take our ~15% profit and walk.

MM is considering selling ZM into current strength
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Zoom Video Communications (ZM US)
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