Venture: European Software
The 2020/21 bull market in technology was followed by a spectacular bust the following year. Many stocks were propelled to unsustainable levels and have come back down to earth. The good ones have started to recover, such as Zoom (ZM), while the unlucky, fall by the wayside.
Zoom – The Poster Child of the 2020 Tech Run
I discuss a compelling European software company that has been heavily derated despite delivering on growth.
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