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Zscaler Earnings Review

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Newest Posts

News of the Week (January 5 - 9, 2026)

News of the Week (January 5 - 9, 2026)

Reviewing major keynotes from CES 2026, exploring high-profile M&A, updating valuation tables and more.

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Adding to a Core Holding on Sale
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Adding to a Core Holding on Sale

Boosting my stake in a core holding with a 20% FCF CAGR trading at a discount, talking through portfolio management strategy and updating my performance vs. the S&P 500

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A New Holding & Updated Performance
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A New Holding & Updated Performance

Table of Contents * a. Updated Performance vs. the S&P 500 * b. New Holding * c. Portfolio Management Strategy Snapshot

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