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Spruce Point, Known for Short Selling, Issues a Rare Strong Buy on Zoom: 40% to 100%+ Upside, $1.2B Hidden Anthropic Stake, and a Bear Thesis It Says Has No Evidence

Spruce Point argues Zoom trades at 4.1x revenue and 16.1x free cash flow despite 77% gross margins and 40% FCF margins, while AI displacement fears and Teams competition have created a mispricing the firm calls one of...