Minim Inc (MINM)

[zenvesting]

Nice entry! I'm not sure the tariffs are coming off of Zoom's products, but I am sure Zoom is shifting manufacturing this quarter to get out from underneath the tariffs on their own terms.

What's more, Zoom is customizing Motorola's next generation modems and routers with features the ISPs and MSO's want to make them their preferred choice for Customer Premises Equipment (CPE), which will also enable Zoom to provide high demand services for WiFi management, IoT security, and parental controls on screen time and content.....as well as other services the market hasn't even envisioned yet.

I like the changes the company has made over the past year by adding visionary leadership to the BOD, connected broadband salespeople to management, and I have locked down my position to see how this develops in the long term.