AI’s Early Returns
Early signs of returns emerging from the AI capex build-out.
Interactive Brokers – All about the Margin
Interactive Brokers is a strong example of a company using technology to drive efficiency.
Netflix – Expanding Engagement
After Warner Brothers – where is Netflix focussing their attention?
Lunar Capital Quarterly Investment & Portfolio Review – 31 March 2026
Sabir provides an update of the Funds’ performance and how Lunar Capital is investing in the current environment.
Stadio – Filling the Gap
How Stadio is capitalising on the demand for higher-education in South Africa.
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?