Investment Frameworks

The secret superpower that Nvidia, Shopify and Microsoft all share

Why leadership quality is the most underrated driver of shareholder value

Nov 25, 2025 • Pumice Capital

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 • Pumice Capital

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 • Pumice Capital

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 • Pumice Capital

Visionary leaders - the single most important driver of a company's success

Breaking down the attributes common across all generational founders

Oct 26, 2023 • Pumice Capital

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