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?