Inditex – Bigger is Better
How is Inditex building resilience in their business.
Food Fight – Shoprite vs Woolworths
What are the factors behind the diverging fortunes of two major South African retailers.
Nvidia: Competitors, Customers, and Countries
What do Nvidia’s recent results say about the broader industry.
Walmart – Not that Cheap
Is there a disconnect between Walmart’s valuation and price?
Leveraging Latin America
How two Latin American companies are servicing the underserved market.
Lilly’s Boom Meets Resistance
Eli Lilly’s earnings soared, but Lilly faces regulatory risks and competitive pressure.
Microsoft – Double Dipping in AI
How is AI shaping Microsoft?
Alphabet: Is the Search Over?
Can Alphabet compete in the world of generative AI?
Web of Silicon
How is an increasing demand for high performance computing affecting key players in the semiconductor industry?
Lunar Capital Quarterly Investment & Performance Review – 30 June 2025
Sabir provides an update of the Funds’ performance and how Lunar Capital is investing in the current environment.