Member webinar video library.
Timestamps:
00:05 – Broad Market
13:48 – FUBO
17:46 – LINK-USD
24:38 – ROKU
29:57 – DDOG
32:56 – AFRM
35:55 – DOCU
40:08 – MDB
42:15 – Q&A
Tomorrow, we will spend some time analyzing Broad Market Signals.
When: Oct 15, 2021 01:30 PM Pacific Time (US and Canada)
Topic: Broad Market Signals, FUBO, ROKU, LINK, DDOG, AFRM, DOCU, MDB
Please click the link below to join the webinar:
https://us02web.zoom.us/j/86432647328
Passcode: 17369
Or One tap mobile :
US: +16699006833,,86432647328# or +12532158782,,86432647328#
Or Telephone:
Dial(for higher quality, dial a number based on your current location):
US: +1 669 900 6833 or +1 253 215 8782 or +1 346 248 7799 or +1 312 626 6799 or +1 929 205 6099 or +1 301 715 8592
Webinar ID: 864 3264 7328
International numbers available:
Timestamps
00:05 – News About the I/O Fund
03:30 – Zoom Video
06:18 – Zoom Overview
07:11 – Choosing a Perspective
09:04 – What Drove Zoom’s Adoption
10:41 – Zoom Growth Pre-Covid
11:31 – Pre-Covid Comparison
13:45 – Product Market Fit
15:22 – Zoom’s Forward Looking Growth
19:55 – Hybrid WFH
21:57 – Hybrid Events
24:25 – Cloud’s Disruption of Telecom
26:50 – Zoom and Global Partnership
32:02 – What to Watch for in Zoom’s Earnings
35:32 – Why the I/O is still long on Zoom
37:40 – Risk: FUD Headlines
42:10 – Q&A
Let’s talk about the elephant in the room: Zoom Video. In this LTBH webinar, we will go over a unique perspective on Zoom, including why the company did not need Coviddid not need Covid, why the company is poised for success with or without Five9, and a few key things that investors should look for moving forward. We will also talk about what it means to be in the crosshairs of Big Tech with Stewart Butterfield, the CEO of Slack saying at TechCrunch Disrupt last month, “Over the last year, maybe 18 months, I think Microsoft’s preoccupation with us has shifted somewhat to a preoccupation with killing Zoom” and “in order to kill Slack, Microsoft believes they’re gonna have to kill Zoom first.”
I’ll leave you with that cliffhanger! See you on Wednesday 🙂
You are invited to a Zoom webinar.
When: Oct 6, 2021 01:00 PM Pacific Time (US and Canada)
Topic: 1-Hour LTBH Intensive: Zoom Video
Please click the link below to join the webinar:
https://us02web.zoom.us/j/84820200832
Passcode: 1234
Or One tap mobile:
US: +16699006833,,84820200832# or +12532158782,,84820200832#
Or Telephone: Dial(for higher quality, dial a number based on your current location):
US: +1 669 900 6833 or +1 253 215 8782 or +1 346 248 7799 or +1 929 205 6099 or +1 301 715 8592 or +1 312 626 6799
Webinar ID: 848 2020 0832
International numbers available: https://us02web.zoom.us/u/kc0kY9luPy
00:01 – Broad Market
10:21 – SNAP
12:50 – NVDA
19:26 – MDB
22:38 – ROKU
28:32 – ZM
29:44 – TWLO
31:49 – VYGVF
36:11 – ATOM
37:41 – AEHR
Tomorrow, we will spend some time analyzing this pullback as well as the most probable path into year-end.
Knox will breakup setups based on three themes:
When: October 01, 2021 01:30 PM Pacific Time (US and Canada)
Topic: Broad Market: NVDA, SNAP, MDB, AEHR, ATOM, ROKU, TWLO, ZM
Please click the link below to join the webinar:
https://us02web.zoom.us/j/83043261037
Passcode: 32142
Or One tap mobile : US: +16699006833,,83043261037# or +13462487799,,83043261037#
Or Telephone: Dial(for higher quality, dial a number based on your current location):
US: +1 669 900 6833 or +1 346 248 7799 or +1 253 215 8782 or +1 929 205 6099 or +1 301 715 8592 or +1 312 626 6799
Webinar ID: 830 4326 1037
International numbers available: https://us02web.zoom.us/u/kbhiy1fjyv
Timestamps:
00:08 – Broad Market
11:10 – Docusign
17:39 – Zoom
23:35 – Roku
26:37 – Sea Limited
29:49 – Bitcoin
35:28 – Shopify
38:05 – ZoomInfo
40:25 – Q&A
Timestamps:
Broad Market – 00:01
AMD – 09:53
Datadog – 13:43
Snap – 16:09
Lam Research – 18:53
Nvidia – 21:33
Xpeng (and FXI) – 24:00
Elastic N.V. – 30:58
MongoDB – 33:10
Q&A – 37:40
02:34 – Review of Analysis on AR/VR
07:24 – AR/VR Research
12:50 – Who Are AR Customers?
16:05 – Snap and Apple
19:12 – ARKit5 and RealityKit2
23:05 – ‘Snap is a Camera Company’
26:14 – Lenses
30:41 – Scans
33:24 – Spectacles for Creators
37:58 – Snap as a Media Company
39:04 – Partnership and Integration
40:44 – Vertebrae
41:52 – WaveOptics Supplier
43:06 – Fit Analystics
45:41 – Q&A, Tim Cook Quote
As posted on the forum on Wednesday, Snap is one of my favorite ad-tech stocks right now due to the demographic and offering nearly full-stack augmented reality. The key will be brand dollars and the monetization opportunities off-platform. We also think the R&D in Lenses and Creator community will cause Snap to become a strong player while others are frequently lost in the weeds on AR/VR.
Clearly, cash is not the key ingredient as many companies with lots of cash have failed here. We will go over the key ingredients in this webinar (cliffhanger!) and why I'm saying it's nearly full stack.
Pace yourself, as you'll be getting two I/O Fund webinars in the same day as Knox's regular webinar will be held later in the afternoon.
Here are the instructions for the webinar:
Hi there,
You are invited to a Zoom webinar.
When: Aug 27, 2021 12:00 PM Pacific Time (US and Canada)
Topic: Snap Webinar: 1 Hour LTBH Intensive
Please click the link below to join the webinar:
https://us02web.zoom.us/j/83948040907
Passcode: 77
Or One tap mobile :
US: +16699006833,,83948040907# or +12532158782,,83948040907#
Or Telephone:
Dial(for higher quality, dial a number based on your current location):
US: +1 669 900 6833 or +1 253 215 8782 or +1 346 248 7799 or +1 929 205 6099 or +1 301 715 8592 or +1 312 626 6799
Webinar ID: 839 4804 0907
International numbers available: https://us02web.zoom.us/u/kbYwLFLkC2
