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#	AUTHOR DATE SUBJECT
9	member 8/01/23 12:47AM Any update here?
Bad quarter. Further room to fall? Long term value prop in question? view available tags
8	member 5/20/22 5:38AM Alternative View
An alternative view: The boundary between "creating sales leads' vs. maintaining a database for spammers is grey Competition is out there and growing. They have the premium product against many upstarts. HG Insights, Lusha, Apollo, Lead411, LeadIQ,... login to read the rest 2 view available tags
7	member 5/18/22 10:12PM Re: Business Overview 2
Hi, Hastan -- Thanks, very helpful. Yours, Bowd view available tags
5	member 4/30/22 9:07PM Re: Re: Business Overview 2
Hastan, thanks for the excellent illustration of ZI's value prop. However, I'm interested to dig out more of your cautious view on the company 1) You mention at some point the problem gets solved "in a much... login to read the rest 1 view available tags
4	member 4/30/22 9:55AM Re: Re: Re: Business Overview 3
do you have a view on why insiders so aggressively sell the stock? The numbers are somewhat staggering since the IPO, and it's across the bord and management team. view available tags
3	member 4/30/22 7:39AM Re: Re: Business Overview 2
I like Zoominfo but I would frame it differently. They have a near monopoly on B2B contact info, which nearly every B2B biz doing any prospecting needs. They have increasing returns to scale here - larger... login to read the rest view available tags