Eric Semler urges Zoom to adopt a Bitcoin treasury strategy

Eric Semler, president of Semler Scientific, called Zoom Communications to allocate his cash reserves of $ 7.7 billion with Bitcoin, arguing that it could stimulate the growth and value of shareholders.

According to a X postSemler cited his The success of the company With a similar strategy, accumulating 3,192 BTCs worth $ 305 million, which has helped double its stock market course since last year.

Semler called Zombie Zombie Zoom Zoom, highlighting its disappointing performance on the market. Over the past three years, Zoom shares have dropped by around 40%, underperforming S&P 500 by around 73%.

Over the past five years, Zoom has delayed the S&P of around 84%. Despite a multiple of 15x gains and a multiple of Ebitda before 9x, Semler noted that the zoom assessment remains low due to stagnant growth.

Zoom holds $ 7.7 billion in cash, almost a third of its market capitalization of $ 25 billion, without a clear plan for deployment. The company also maintains high profitability, with around 40% of Ebitda margins and $ 458 million in cash generated in the last quarter.

However, its income growth prospects remain low, with low -digit projections.

Semler argued that Adopt a Bitcoin cash flow strategy could transform Zoom into one of the largest corporate bitcoins (BTC) Holders, taking advantage of its $ 2 billion in free cash flow flows and access to low -cost debt.

He stressed that the founder and CEO of Zoom, Eric Yuan, who has super-vanishing actions, holds the power to implement this strategy, even if Yuan has not publicly commented Bitcoin.