Google Is The Post-Lockdown Amazon

Alphabet Inc. (Nasdaq: GOOG) is as well placed for a post lockdown world as Amazon.com Inc. (Nasdaq: AMZN) was for the lockdown economy. Almost every major business segment of Amazon benefited during the lockdown, be it retail, AWS, Prime video, etc., and to an extent, the same can be said for Google after the global economy opens up. No wonder, Google is on top of our weekly list of favorite Longs and Shorts. There is no denying that Google failed to deliver this year like Amazon, Shopify, Zoom, and other…

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ZoomInfo Is Worth Zooming In

ZoomInfo (NYSE: ZI) went public earlier this month and the stock has more than doubled since then, like many other recent IPOs. The market excitement for IPOs has not completely distinguished between long-term promise offered by the businesses, valuation, management quality, or the industry dynamics. That’s why making a simple Long or Short argument isn’t easy with the stocks hitting new highs but digging deeper into quality businesses is warranted, especially ahead of the market cooling off. ZoomInfo looks like one such quality execution story with favorable macro tailwinds. Good…

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