MercadoLibre – Amazon South
Take a look at some of the challenges and opportunities businesses face when operating in developing economies.
Roche – Recovering Post Covid
Treatment and Diagnostic Pipelines, Shifting Demand, and AI; let’s dig into the Roche’s post-Covid recovery.
ASML – Riding the Cycle
Find out about the challenges and opportunities faced in the broader semiconductor industry.
Birken’s Stock
An Iconic brand, and going from the private to public market. Read up on Birkenstock’s IPO.
Quarterly Investment and Performance Review September 2023
Sabir provides an update of the Funds’ Performance and Strategy of Lunar Capital as of end September 2023.
Ozempic: Unintended Consequences
Dig deep into some of the unintended consequences that can arise from new innovations.
The Hard Truth about Pivoting (Part 2): Electric Vehicles
Learn about the long term challenges and opportunities facing the motor vehicle industry.
The Hard Truth about Pivoting
Find out about the difficulties incumbent businesses face when trying to embrace new trends.
Inditex: Changing Zara’s Fashion
Find out about how Zara uses innovation to create an engaging on-demand experience for consumers.
Shoprite: Fuel for Thought
Good results, tough environment. Let’s dig deep into Shoprite recent results.