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.