Apple Inc.

Salesforce, Inc.

Meta Platforms, Inc. Class A Common Stock

Alphabet Inc. Class C Capital Stock

Microsoft Corp

Zoom Video Communications, Inc. Class A Common Stock

Ended up ~doubling my **$ZM** position yesterday. It is mind boggling to me that I was able to double my position for approx. the same cost basis as my pre-COVID position. 

~4% FCF yield

I think the competition will be steep for **$ZM** from the likes of **$GOOG** **$FB** **$MSFT** **$AAPL** **$CRM**, but ~10% 5y FCF CAGR seems like a fair possibility. If that does occur, I expect to be very happy with the return.

Conviction pays! I choose to stay away from this one bc I think as a whole, barrier to entry for the telecommunication video play isn’t as bulletproof as I’d like to be. That being said, can’t argue with getting to enter at the same price as pre-covid given how much the business has undeniably grown. The numbers speak for themselves… I am also on a zoom call as we speak don’t tell my boss! 

Jensen Butler

Bought to close all ZM

This member connected a brokerage account and is sharing trades and portfolio performance with the community. 