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Enterprise Software
The Trade Desk: The Winning Bid?
Who is The Trade Desk, why is the market valuing the company at five-year lows, and why we see TTD as a long-term compounder worth owning
12 hrs ago
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Pumice Capital
1
Why We’re Bullish on Zscaler
Deep dive on Zscaler’s growth durability, competitive moats, and valuation
Sep 1
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Pumice Capital
1
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
3
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
1
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
1
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