Zimba Capital Research — independent research on capital, technology and strategy
The Cost of Patient Capital
Long-duration money is repricing. The consequences reach well past the endowment model that popularised it — into venture, infrastructure, and the balance sheet of every institution that borrowed against illiquidity.
Latest research
The Cost of Patient Capital
Long-duration money is repricing. The consequences reach well past the endowment model that popularised it — into venture, infrastructure,...
The Compute Bottleneck Nobody Priced In
Model capability is no longer constrained by algorithms or capital. It is constrained by transformers, turbines and transmission queues...
Why Operating Leverage Stopped Working
A generation of managers was taught that scale converts revenue growth into margin expansion. Across large parts of the...
Three areas of coverage
Finance & Investment
Markets, capital allocation, investment theses and macro commentary — written for people who have to act on a view, not merely hold one.
Technology & Development
Emerging technology, product and engineering, and the digital infrastructure underneath it — assessed on evidence rather than announcement.
Business & Strategy
Operating insight, growth mechanics and sector analysis — the questions that decide whether a good market position becomes a good business.
The Zimba Briefing, every Tuesday
One email. The week’s research, the arguments we found persuasive, and the ones we did not.
How we work
Independent by construction
We take no issuer fees, no placement mandates and no sponsored coverage. Where Zimba Capital holds a relevant position, we disclose it in the piece itself.
A stated method
Every argument names its evidence, its assumptions and the conditions that would prove it wrong.
Corrections in public
Material errors are corrected at the top of the article with the date and the substance of the change.