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?
Game of Bids
Will the acquisition of Warner Bros Discovery be different this time?
Alibaba – A Chinese Streamlined Model
How one of China’s greatest business success stories is revitalising itself for growth.
Nvidia – Bubble or Brilliant?
Let’s cut through the noise around Nvidia’s recent results.
Disney – Too Much of a Good Thing
Has Disney become a villain in their own story?