A research desk, not a marketing channel
Zimba Capital Research is the research and insights division of Zimba Capital. We publish long-form analysis on capital, technology and strategy for the people who have to make decisions with it.
What this publication is
Most financial and technology commentary is produced by people who are paid when you act on it. We are not, and the difference shapes everything about how this desk works.
Zimba Capital Research exists because the questions our parent business cares about — where capital should go, which technologies will actually deploy, what makes an operating model durable — are worth answering properly and in public. Publishing forces a discipline internal memoranda never impose: an argument has to survive being read by people who have every reason to disagree with it.
We cover three areas and no more. Capital decides what gets built, technology decides what is possible to build, and strategy decides whether building it produces a business. Writing across all three, rather than specialising in one, is the point.
Our coverage is global and not organised by region. We go where the question leads.
- Zimba Capital
- Global, three pillars
- Weekly briefing
- None
How we research
Start from the mechanism
Before asking whether something is happening, we establish how it would work if it were. A claim without a mechanism is a narrative, and narratives are not testable.
Find the load-bearing number
Most arguments rest on one or two figures doing the real work. We identify which, state the sensitivity, and publish the figure rather than only the conclusion drawn from it.
Name the disconfirming case
Every piece ends by stating what would change our mind. If we cannot describe the evidence that would overturn the argument, we do not understand it well enough to publish it.
Editorial independence
Who pays for this research?
Zimba Capital funds the desk directly as an operating cost. We accept no issuer fees, no placement mandates, no sponsored coverage and no payment of any kind from any organisation we write about. There is no paywall and no advertising.
What happens when Zimba Capital holds a position?
We disclose it in the article itself, at the top, not in a footnote. Where a holding is material enough that disclosure would not adequately address the conflict, we do not publish. The parent business has no right of review over research conclusions.
How are corrections handled?
Material errors are corrected at the top of the affected article, with the date and the substance of what changed. We do not silently edit conclusions after publication, and we do not remove pieces that have aged badly.
Can I republish or quote this work?
Short quotations with attribution and a link are welcome without asking. Full republication, translation, or use in commercial products requires written permission.