Invitation Letter – Lunar Youth League

Author: Danyaal Munshi

Invitation Letter – Lunar Youth League

Dear Lunar Clients

We are in the process of extending our Lunar Youth League to our existing clients and we would like you to join!

At Lunar Capital, our core purpose is to meaningfully impact the investment culture of communities and people whose lives we touch. We believe that learning is foundational to creating a strong investment culture in South Africa. Therefore, one of our initiatives was to create the Lunar Youth League to upskill the investment knowledge of our young investors. We pilot tested this concept over the last year and are pleased to announce that we will be extending it in the new year.

The upcoming phase of the Lunar Youth League will be a: bi-monthly investment-class hosted by our CEO, Sabir. We will cover the different investment themes, the Lunar investment-frameworks, and the approach to analysing specific stocks. The Lunar Youth League will start in mid-January 2022. We aim to have ten 45-minute sessions starting at 5pm, every second Monday for six months.

The Youth League has 12 spots available and is open to our existing clients who are between the ages of 18-35 years old. If you are interested, send us a brief paragraph (no more than 80 words) by Monday the 22nd of November 2021, letting us know why you would like to join. Send your response to [email protected].

As per Lunar Capital’s philosophy, we looking forward to learning, investing and enjoying with you!

Kind regards,
Lunar Capital Team

 

September 2021 Fund Fact Sheet

The Lunar BCI Worldwide Flexible Funds September 2021 Fund Fact Sheet can be found on our website, showing the latest performance of the fund, amongst other pertinent information.
If you wish to subscribe to our mailing list, you can do so here. Please feel free to forward this to anyone who may be interested in receiving our Insights.

Privacy Notice

Lunar Capital is committed to safeguarding the privacy of all persons transacting with us. We collect personal information from you and you may submit personal information to us. We handle the collection, processing, and storage of your personal information in accordance with the Protection of Personal Information Act (POPIA) No. 4 of 2013, and your information will not be shared for direct marketing purposes.

Our Privacy Policy can be found on our website, www.lunarcapital.co.za as amended from time to time.

Share article

Latest Posts

What does the SpaceX IPO say about the broader market.
SpaceX-cluded
What does the SpaceX IPO say about the broader market
CrowdStrike’s latest quarterly results reflect a business that continues to scale at an impressive rate, while also illustrating some of the tensions between growth, profitability, and valuation that increasingly define the cybersecurity sector. The company reported total quarterly revenue of $1.39 billion, up 26% year-on-year, reinforcing its position as one of the fastest-growing large-cap cybersecurity platforms. Growth was supported by strong demand across its Falcon platform, with net new annual recurring revenue (ARR) of $256 million, up 32%. This brought total ending ARR to $5.51 billion, a 24% increase, highlighting the durability of its subscription-based model and the continued expansion of its installed base. Despite this top-line momentum, profitability remains work in progress. CrowdStrike reported a GAAP operating loss of $30.6 million, a meaningful improvement from the $108.7 million loss recorded in the prior period, but still indicative of a business investing heavily in growth. While the trajectory is clearly improving, the pace of margin expansion remains a key area of focus for investors, particularly as the business scales. A central theme in management’s commentary was the growing intersection between artificial intelligence and cybersecurity. The company pointed to what it described as an inflection point, where AI is not only enhancing defensive capabilities but is increasingly being weaponised by attackers. The proliferation of AI-driven threats raises the complexity and frequency of cyberattacks, reinforcing the need for advanced, real-time protection. In this context, CrowdStrike’s access to leading AI models through partnerships with firms such as OpenAI and Anthropic stands out as an important competitive advantage. These relationships, alongside collaborations with Microsoft and IBM, position CrowdStrike at the centre of an evolving ecosystem where cybersecurity, cloud infrastructure, and AI capabilities are becoming deeply interconnected. Stock-based compensation still remains elevated and continues to weigh on the company’s path to sustained profitability. While common across high-growth technology businesses, it represents a real economic cost to shareholders and, at current levels, raises questions about long-term margin structure. Valuation is another important consideration. CrowdStrike continues to trade at a premium relative to its revenue base, reflecting both its growth profile and its perceived strategic importance in the cybersecurity landscape. However, this also leaves less room for execution missteps. Notably, while revenues grew by 26%, this fell short of some market expectations, suggesting that the bar remains high and that incremental disappointments can have an outsized impact on sentiment.
Crowding out the Competition
Cybersecurity for the AI era
How do you compare Walmart to Amazon
Brick and E-commerce
How do you compare Walmart to Amazon

Lunar Capital
on Eastwave Radio

Every Wednesday, at 07h45, Sabir chats with Nazia from Eastwave Radio (92.2 fm, live stream on
www.eastwave.co.za) on investing and the markets.

eastwave-radio