Artificial Intelligence: Beyond the Hype or Just Another Illusion?
From store shelves to digital carts, learn more about Walmart’s omnichannel success amongst some of its leading competitors.
Walmart: Competing on all Shop Fronts
From store shelves to digital carts, learn more about Walmart’s omnichannel success amongst some of its leading competitors.
Hungry Munger and a Buffett of Wisdom
Read some of our favourite quotes on long-term investing by Warren Buffett and Charlie Munger, which have served as inspiration for our investment motto, ‘growth at a reasonable price’
Long Life Novo Nordisk
Discover how some of Lunar Capital’s investments in innovative medical-treatment businesses are supporting the rise in life-expectancy in developed nations.
Scaling Up: Microsoft’s Growing Revenue and Expanding Margins
Microsoft, a Lunar Capital holding, provides a compelling example of a business that has achieved growth while expanding its margins. The company’s strategy of bundling products together has enabled it to gain a strong foothold in the computing space, ultimately leading to increased dominance in the market.
ASML – Light Me Up
Each platform company has a unique way of enabling interactions; whether it is through creating an app-store ecosystem, or facilitating a large scale e-commerce market-place.
Lunar Capital’s Q1 2023 Performance and Outlook Report
Sabir Munshi discusses Lunar Capital’s Q1 2023 performance and their outlook on future mega-trends. He also explains how the funds are positioned for these trends. Full Video: https://youtu.be/Rj1uIx-aJ-w
Next Level Platform Companies – Weekly Stocktake with Danyaal
Each platform company has a unique way of enabling interactions; whether it is through creating an app-store ecosystem, or facilitating a large scale e-commerce market-place.
SA’s Heavy-Weight Champion – Weekly Stocktake with Danyaal
It’s not uncommon for investment companies to trade at discounts to their NAV, and this can happen for several reasons. Let’s take a look at Remgro and see why.
“Just Do It” Or “Be All In” – Weekly Stocktake with Danyaal
Nike and Lululemon are in different stages of their respective lifecycle, particularly with regard to their product journey… Here’s what the results tell us.