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Zscaler: Zero Trust, or Zero Differentiation?
A deep dive into Zscaler’s evolution, $277b market opportunity, and the competitive threats challenging its role as the control point in Zero Trust…
Aug 12
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Pumice Capital
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Zscaler: Zero Trust, or Zero Differentiation?
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July 2025
Is Cloudflare Too Perfectly Priced? Strategic Analysis and Investment Deep Dive ($NET)
In-depth equity research on Cloudflare’s strategic platform ambitions, competitive threats, and long-term investment case
Jul 29
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Pumice Capital
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Is Cloudflare Too Perfectly Priced? Strategic Analysis and Investment Deep Dive ($NET)
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June 2025
Confluent (CFLT) Stock Analysis - Powering the Real-Time Revolution as the Enterprise Central Nervous System
In-depth analysis exploring CFLT's competitive moat, strategic positioning, and potential to capture outsized growth in the mission-critical real-time…
Jun 14
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Pumice Capital
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Confluent (CFLT) Stock Analysis - Powering the Real-Time Revolution as the Enterprise Central Nervous System
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August 2024
Catching a falling Snowflake - $SNOW Investment Thesis and Valuation Analysis
Now is an attractive time to start building a position in a high-quality name exposed to strong secular growth trends and with several meaningful growth…
Aug 9, 2024
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Pumice Capital
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Catching a falling Snowflake - $SNOW Investment Thesis and Valuation Analysis
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June 2024
From silk scarves to superchips - 7 factors powering dynasties
Always ask: is this edge self-reinforcing, and does it create asymmetric pain for competitors? If it can be bought, replicated, or hired away, it’s not…
Jun 15, 2024
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Pumice Capital
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From silk scarves to superchips - 7 factors powering dynasties
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Four things every great company has in common
Why four pillars - people, power, purpose and profit - determine whether companies thrive or die
Jun 9, 2024
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Pumice Capital
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Four things every great company has in common
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October 2023
Building the next Apple - What matters for long-term growth potential
Why it's important for companies to operate in large industries, have multiple growth vectors, and provide real, differentiated value to their customers
Oct 29, 2023
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Pumice Capital
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Building the next Apple - What matters for long-term growth potential
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Visionary leaders - the single most important driver of a company's success
Breaking down the attributes common across all generational founders
Oct 26, 2023
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Pumice Capital
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Visionary leaders - the single most important driver of a company's success
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