Hello all, We published more on ZoomInfo (ZI) which prices tonight. The range has been increased to $19-20 and equity capital markets acknowledge this is a “hot deal” in their parlance.
There’s certainly some hair on it but investors are focusing on the the high growth in recurring revenues and fat margins. Plenty remains for the company to do but with zero percent interest rates future results are lightly discounted.
(We are still integrating paid memberships on the site with the email system. That will be resolved soon so paying members won’t even have to click on a link or login.)
In the meantime though here is a link to the note on the website: