Discipline zilla.capital is a steadfast deep-value investor;  we are rigorously disciplined about where and how we invest. Our investments do not rely on macroeconomic improvement or industry multiple expansion as cornerstone investment principles. We grow our portfolio based typically on rigorous analyses of actual value and conservative projections of the opportunity for value creation through operational efficiencies, rather than on arbitrary growth theses. Most importantly, we invest where we can leverage our operational and financial experience to achieve the greatest impact.