I have owned ZM since late 2019 and added multiple times along the way. It is my largest holding now. I think it is a very strong business with a lot of optionality going forward. I don’t think my confidence is waning, but I do wonder how much of a haircut we will all take once a path forward becomes clear with regard to COVID-19, such as a vaccine or multiple ones, or better therapeutics. It will be interesting to see what happens to revenue growth at that point for ZM.
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