2020.10.20 – The Roar Of Zoom

$ 499 + HST

KEY INVESTMENT INSIGHTS

  • Zoom: Zoom’s launch of OnZoom (marketplace for immersive experiences), Zapps (third-party app platform) and “Blackberry for Zoom” will increase both its consumer and enterprise TAM.
  • Car Rental Market: Car rental demand is returning for personal travel (local road trips) and commuting (renting a car is a safer option than taking mass transit) as Hertz arranges a $1.65B bankruptcy loan and Getaround raises $140M as revenue doubles from pre-COVID levels.
  • Retail Apocalypse: We are seeing the future of dystopian ghost malls as Macy’s stores start to go dark and SPG-HBC’s joint venture is hit with an $846M foreclosure lawsuit.