David Meier

The disposition effect, if you fall prey to it, completely knocks that out, because you cut your winners way too early, and then you don't take capital that's not working for you and put it into something that is.

You get the double whammy.

Again, this is me personally, but the disposition effect is the thing that long-term quality business focused investors like us Fools, that's the one that we need to focus on.

Yes to all.

I'm going with beat.

Looking back at the last 10-12 quarters, they have beaten their numbers each time.

To me, what I see, I see a little sandbagging.

So, because they're not, they're not big beats, but they are, uh, they are ahead of what management has been guiding.

So clearly they know how to play this game, uh, if you will.

But, uh, yeah.

So that's why I say beat.

I don't know enough to say if, if, if they'll continue to, if they'll raise based on, uh, expectations.

So I'm very curious to hear what Rick has to say about that.

So I think, again, if we go back to what happened, like Zoom is one of the most quickly adopted products ever, especially by enterprise, right?

Like there was a need and it met it.

And so if at that point, it's all incremental.

So doing things incrementally to make their product a little better, a little more sticky, maybe they get a little bit of incremental pricing.

I think it's all incremental businesses a little bit better, especially on the enterprise side.

Yeah, this one is hard, but I'm actually going to take the other side and go with the beat.

So I don't think that their customers have really started to feel a lot of what's happening in the economy.