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Zoom Video Communications (ZM US) $US433.11

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, it might be time to take our ~25% profit and walk.

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