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[QUOTE="McLovin, post: 3594890, member: 9450"]
Yeah my whole portfolio and investment thesis is around B2B enterprise tech companies (CRM, QLYS, MITK) and technology driven consumer financials (SQ, PYPL). Have been in all of these companies, most of them for years, before the virus came around. I've been really recently interested in companies like Zoom, Okta, DocuSign, etc. but the valuations have kept me out.

Are you worried about the valuation of some of those WFH companies? My goal is to invest in companies that can return me 10X+ over the long run. But a company like Zoom's market cap is up to $70B trading over 100X revenue ($700M in revenue) it doesn't seem like it can really hit those types of returns by looking at other well established players in the space; enterprise tech companies like IBM is a $100B cap ($77B in revenue - 1.3X), Cisco $190B cap ($50B in revenue - 4X). Unless Zoom is going to be the next Microsoft...

Not saying you're wrong at all, everyone has their own style and pallet for risk, but just curious what you think about valuations / help me think differently about these companies to see the financial opportunity you see.
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