Inditex: On Brand
How is Inditex showing its maturity?
Choose your Shop
How does Woolworth’s turn-around plan compare to Shoprite’s scaling strategy.
Flywheel Economics
What’s the reason behind Mercado Libre’s sensational winning streak.
Steering a Big Shop
A low-cost retailer’s expensive valuation.
Spotify – Scales Practice
Are there limits to Spotify’s growth?
Amazon – AI and Beyond
What else is driving Amazon?
Microsoft – On OpenAI Watch
What do Microsoft’s recent results suggest about the risks associated with OpenAI?
Lunar Capital Quarterly Investment & Portfolio Review – 31 December 2025
Sabir provides an update of the Funds’ performance and how Lunar Capital is investing in the current environment.
Precision is Expensive
Why does Intuitive Surgical trade at an expensive valuation?
TSMC – Disciplined Growth
How is TSMC making the AI growth story possible?