Kena Betancur/Getty Images News Investment Thesis Since my last coverage update on Zoom (NASDAQ:ZM) in May, shares of the video conferencing have underperformed the market significantly. Zoom's underperformance is a part of broader concerns analysts have surrounding the company's growth and market position compared to other competitors like Microsoft's (MSFT) Teams software. Zoom's attempt to diversify its product offerings beyond its core video conferencing service, including with products like Zoom Phone ...