MM has been reviewing our position in Zoom since giant Microsoft (MSFT US) announced its intention to enter the video conferencing space, the stocks bounced well of late after being smacked over recent months providing a reasonable exit level as it makes new 2021 highs.
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PULSE CHECK WEBINAR: Portfolio positioning towards FY26
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Friday 30th May – Dow up +117pts, SPI down -17pts
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Gerrish: The correction is done, we’re positioning for what comes next
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Active Growth Portfolio – Showing Weighted Beta
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MM is considering taking profit on Zoom into its 30% positive recovery
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