VCS Agency - Lunar Capital

Walmart – Not that Cheap

Is there a disconnect between Walmart’s valuation and price?

How two Latin American companies are servicing the underserved market.

Eli Lilly’s earnings soared, but Lilly faces regulatory risks and competitive pressure.

How is AI shaping Microsoft?

Can Alphabet compete in the world of generative AI?

How is an increasing demand for high performance computing affecting key players in the semiconductor industry?

Sabir provides an update of the Funds’ performance and how Lunar Capital is investing in the current environment.

Rising demand for clean and stable energy—can nuclear deliver?

Is Tesla’s next big bet worthy of its current valuation?

Can Nike execute on its new strategy?