NZS Capital
Our archive holds 4 letters from NZS Capital, behind 3 investment theses. Every quote below is copied verbatim from the letter it came from.
NZS Capital’s own letters pageTheses · 3
- September 2025
SailPoint is well-positioned to capitalize on the expanding market for identity governance as AI agents become increasingly prevalent, creating significant opportunities for growth in managing both human and machine identities.
Read the full thesis - June 2025
Toast is a restaurant-focused software and payment processing platform that combines SaaS and payments, demonstrating strong potential for profitability and growth through local network effects and expansion into the enterprise market.
Read the full thesis - March 2025
HEICO dominates a growing niche in aircraft parts with unmatched quality, a unique decentralized model, and pricing power—making it a rare long-term compounder in aerospace.
Read the full thesis
Letter archive · 4
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