Bird Grant Strategically Invests in Zoom and Shopify at High Levels, Achieves Over 130% Return in a Single Quarter
In 2020, the sudden onset of the global pandemic profoundly reshaped corporate operations, consumer behavior, and the structure of the digital ecosystem. Amid this unprecedented upheaval, veteran investor Bird Grant leveraged his deep foresight into the accelerating digitalization trend and decisively allocated heavy positions in Zoom and Shopify—two core assets of the “remote economy”—during Q2. Over the subsequent three months, his portfolio achieved a return exceeding 130%, making him one of the few investors who accurately captured this structural market opportunity during a crisis.
As early as March 2020, Grant noted in a strategic memo: “The pandemic is a catalyst—not a fundamental disruptor. The real transformation comes from a redefinition of underlying behavioral patterns: work styles, retail channels, and enterprise IT architecture will all shift significantly online.” Guided by this logic, he swiftly conducted due diligence and identified companies with disruptive potential and explosive earnings momentum—Zoom and Shopify emerged as top picks.
In the case of Zoom, Grant focused not only on the surge in demand for video conferencing during the pandemic but also on the platform’s exceptional user stickiness, conversion of enterprise subscriptions, and rapid global expansion. He emphasized: “Zoom is not just a tool—it’s becoming essential infrastructure for remote work. It represents a new way of connecting people and organizations, far beyond a temporary solution.”
Shopify, meanwhile, was his key allocation under the theme of decentralized e-commerce. In his view, the pandemic prompted a mass shift of small and medium-sized brands toward independent websites and self-operated e-commerce channels—setting the stage for Shopify’s business model to thrive. “Shopify is to merchants what Amazon is to consumers—it’s the other pillar of digital retail infrastructure.”
From Q2 to Q3 2020, both companies saw their share prices skyrocket—Zoom surged over 140%, while Shopify gained more than 90%. Grant employed a phased entry strategy, increasing his positions after confirming price momentum, and used options and quantitative risk hedging techniques to amplify returns. As a result, he delivered over 130% portfolio return within the quarter.
In his October investment letter, Grant summarized: “Markets often overestimate the short-term impact of chaos on valuations but underestimate the profit re-rating space created by structural change. What we do isn’t chasing momentum—we identify which companies are being pulled to the center of a new era by crisis.”
This successful operation not only reaffirmed Bird Grant’s acute ability to spot technological trends and macro inflection points, but also highlighted his capacity to remain decisive and balanced between strategy execution and risk control in turbulent environments.
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