Hacker Newsnew | past | comments | ask | show | jobs | submitlogin

What makes you think that? Have you seen a discrepancy between your projections of future cash flows and therefore your valuation, as compared to the value the market is at right now?


I think it's safe to say the market isn't rational when Zoom Technologies is up nearly 900% when it's completely unrelated to Zoom Video and not actually operating.

There's a different HN post about it: https://www.nasdaq.com/articles/the-sec-really-wants-investo...


I don't think you can really compare people accidentally buying the wrong ticker to investors unable to place valuations based on virus uncertainties. They were buying the wrong stock before the virus hit more than a year ago.


The wrong stock increased faster than the real stock. Volume matters too but when the underlying causes are irrational, how can any pricing be logical over any period longer than a few days?


They’re mainly a software / services company. There’s no reason their revenue will drop, the contrary..

Yet the stock price has the exact same changes as the rest of the entire market.

Their cloud demand is up x7.. it’s not priced in. Amazon same thing, although less so imho

Their current p/e is 26. Remove cash and it’s nearing 20.




Consider applying for YC's Summer 2026 batch! Applications are open till May 4

Guidelines | FAQ | Lists | API | Security | Legal | Apply to YC | Contact

Search: