Blogs -Podcast: My favorite picks for 2021, Zoom Video, and IPOs/SPACs

Podcast: My favorite picks for 2021, Zoom Video, and IPOs/SPACs


January 13, 2021

author

Beth Kindig

Lead Tech Analyst

Earlier this month, I joined Jason Calacanis and Alex Wilhelm on “This Week in Startups.” We discussed the current state of the IPO market, Zoom’s pricing power, top stock picks for 2021, and some of the most anticipated IPOs of 2021. 

The conversation begins with a discussion about the IPO market and some of the recent froth we have seen. The recent offerings of DoorDash, Airbnb, and C3.ai demonstrate how much demand and hype we are currently seeing for new issues. We discuss if this is sustainable and if future companies are better off going public via a direct listing.

Later, we talk about valuations and different accounting methods companies sometimes use to enhance their numbers. The discussion shifts to Slack’s acquisition and some key differences that allowed Zoom to have more success. I talk about Zoom’s pricing power and why I believe it will continue to thrive in a post-pandemic world.

We wrap up the interview by talking about our top stock picks for 2021 and what IPOs we are most looking forward to next year. My answers include a stock in connected TV space and a fast-growing AI company set to debut in the first half of 2021.

Although I do discuss Luminar, I’ve since cooled off from the company following the announcement that Mobileye is making their own LiDAR sensors.

You can access my full interview on “This Week in Startups” below:

Access the interview here:

   

Interview timestamps:

0:55 – Introduction

3:30 – Thoughts on Airbnb (ABNB) and DoorDash (DASH) IPOs and valuations

4:20 – Thoughts on Luminar (LAZR) and C3.ai (AI)  

7:25 – Discussion about direct listings vs IPOs

10:30 – What multiples do you consider attractive vs unattractive?

15:00 – Discussion about Non-GAAP metrics and “creative accounting” methods companies use

18:00 – Thoughts on Snowflake (SNOW) and adjusting growth for the age of the company

20:20 – Discussion about the Slack (WORK) acquisition

28:45 – What do you think about Zoom Video (ZM) and DoorDash (DASH) post-pandemic?

41:00 – Discussion about Zoom’s pricing power

49:00 – Top stock picks for 2021

58:40 – Discussion about C3.ai (AI)

1:00:15 – Thoughts on SPACs

1:06:00 – Most anticipated IPOs of 2021

1:11:00 – Risk of investing in China-based companies

head bg

Get a bonus for subscription!

Subscribe to our free weekly stock
analysis and receive the "AI Stock: 5
Things Nobody is Telling you" brochure
for free.

More To Explore

Newsletter

Visual representation of stock market volatility and uncertainty in Q1 2025 due to rising tariff concerns and global trade tensions.

The Impact of Tariffs on the Stock Market: Q1 Preview

Rising tariffs are injecting significant uncertainty into the stock market, triggering daily volatility and forcing analysts to revise earnings estimates. Our Q1 preview dives into the potential impac

April 25, 2025
Aerial view of Tesla's new Model Y Juniper parked in lines. Courtesy of Tesla, Inc.

Tesla Stock Faces Recalibration of Growth Expectations

Tesla’s stock is now facing a recalibration of expectations after Q1’s delivery report missed by a wide margin. Q1’s analyst consensus has gone from $25.98B at the start of the year to $23.97B in earl

April 17, 2025
The bond market could break the stock market in 2025, as explored in ‘The Fed Can’t Save This One’ article.

The Fed Can’t Save This One: Why Bonds May Break the Stock Market in 2025

In early 2025, as markets rallied to new highs, we warned that divergence across key sectors signaled a looming correction. Now, with all major indexes in a technical bear market and bond market dysfu

April 11, 2025
Silhouette illustration of Larry Ellison, Oracle's CTO and executive chairman.

Oracle Stock Outlook: Revenue Could Double by FY2029, yet Targets Seem Lofty

Late in 2024, Oracle outlined an ambitious plan to nearly double its revenue by fiscal 2029, hinging on long-term growth in enterprise AI and cloud spending. Oracle sets itself apart from its hypersca

April 04, 2025
I/O Fund reports a 210% cumulative return, surpassing top tech ETFs and institutional portfolios with a 35% gain in 2024. Source: YCharts and InsiderMonkey.

I/O Fund Reports 210% Cumulative Return -- Ranking Above Wall Street's Best

In 2024, I/O Fund posted a 35% return, significantly outperforming popular tech ETFs, which recorded an 8% return over the same period. On a cumulative basis, the results translate to a remarkable 219

March 31, 2025
Chart showing retail investor losses compared to institutional investors, highlighting market volatility and the impact of high-frequency trading.

The Harsh Truth: Retail Investors Take the Brunt of Market Losses

Retail investors face significant disadvantages in the stock market, often underperforming institutional investors by a wide margin. Studies show that high-frequency trading firms dominate market acti

March 28, 2025
NVIDIA Blackwell Ultra GPU unveiled at GTC 2025, revolutionizing AI and HPC with unprecedented efficiency and power.

NVIDIA Blackwell Ultra Fuels AI & HPC Innovation, Efficiency and Capability  

NVIDIA’s latest Blackwell Ultra GPU, unveiled at NVIDIA GTC 2025, is transforming AI acceleration and high-performance computing (HPC). Designed for the “Age of Reasoning,” these cutting-edge GPUs del

March 21, 2025
Illustration of a futuristic AI data center featuring NVIDIA’s GB200 Superchip

NVIDIA’s GB200s for up to 27 Trillion Parameter Models: Scaling Next-Gen AI Superclusters

Supercomputers and advanced AI data centers are driving the AI revolution, enabling breakthroughs in deep learning and large-scale model training. As AI workloads become increasingly complex, next-gen

March 21, 2025
Nvidia CEO Jensen Huang discusses AI market dominance at GTC 2025, addressing demand concerns and future growth projections.

Nvidia CEO Predicts AI Spending Will Increase 300%+ in 3 Years

Nvidia has traversed choppy waters so far in 2025 as concerns have mounted about how the company plans to sustain its historic levels of demand. At GTC, Huang threw cold water on many of the Street’s

March 20, 2025
Natural gas pipelines supporting AI data centers as energy demand surges, with Texas and Louisiana emerging as key hubs for AI infrastructure growth.

Why Gas Pipelines Are the Unsung Heroes of AI Data Center Expansion

Natural gas is emerging as the backbone of AI data center expansion, with demand expected to reach up to 6 billion cubic feet per day by 2030. As AI-driven infrastructure surges, data centers are turn

March 19, 2025
newsletter

Sign up for Analysis on
the Best Tech Stocks

https://bethtechnology.cdn.prismic.io/bethtechnology/e0a8f1ff-95b9-432c-a819-369b491ce051_Logo_Final_Transparent_IOFUND.svg
The I/O Fund specializes in tech growth stocks and offers in-depth research for Premium Members. Investors get access to a transparent portfolio, a forum, webinars, and real-time trade notifications. Sign up for Premium.

We are on social networks


Copyright © 2010 - 2025