Monday, August 31, 2020

Notes From All Over -- COB Edition -- August 31, 2020

Zoom Video Communications:
  • already has one-half the entire video conference market
  • IPO only one year ago
  • anyone want to ask what ZM's P/E is? how ZM's P/E compares to AAPL's?
    • ZM with a P/E nearing 2,000 (no typo; nearing 2,000)
    • AAPL with a P/E of 39 (it was all of 35 pre-split announcement; iPhone 12 yet to launch;
    • SBUX with a P/E of 75, twice that of AAPL -- which could you live without? Apple telecommunications or coffee bought at a drive-through for $3.73/cup?
  • two competitors:
    • WebEx: the app Sophia uses at her school; having some issues with video on occasion;
    • Microsoft Teams: said to be "buggy"; based old software (that does not surprise me)

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Hamas: no longer getting financial support from Saudi Arabia --

McDonald's: lots of social medial chatter about ex-CEO's sexual misconduct. This is my question. This guy did not just happen to graduate from high school and become the McDonalds CEO. Men with history of sexual harassment / sexual predation do not suddenly pop out. If the accusations are correct, then there has to be some history. How was this missed for years? How did he get away with this all these years? At McDonald's and elsewhere? Again, if the stories are accurate. Just asking some questions. Something doesn't make sense. 

About time: end of "change fees" by the airlines. They say United went first. In fact, SWA (LUV) never had "change fees" as far as I know. Whatever. United went first. Delta followed. then American Airlines. About time. This was an egregious fee. Can't wait until they get rid of the baggage fees. 


Going, going gone:

Coming to a town near you:

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