Amazon: Manic Obsession over the Customer
Discover one of the core principles behind Amazon’s success – and how they’ve used it to create value over the long term.
Enphase: New Power on the Block
Find out about the factors driving Enphase’s recent results. Enphase Energy, a business held in the Lunar BCI Worldwide Flexible Fund…
Tesla: No Margin for Error
Cult-like personalities and Innovative products, learn more about Tesla and their underlying business.
US vs China: Battle on the Semiconductor Front
Find out how the US is attempting to prevent China from developing its Advanced Computing and Military Capabilities using trade restrictions.
Quarterly Investment & Performance Review – June 2023
Sabir provides an update of Lunar Capital’s Funds’ Performance and Strategy as of end June 2023.
Let it Snow, Let it Snow, Let it Snow
Find out how Snowflake (owned by Lunar Capital) is planning on incorporating AI into their data warehouse business.
Millennials Stamp their Economic Authority
Dive into how we, at Lunar Capital, use investment themes to find businesses that we think will do well over the long term.
Zara: In the Fast Lane of Fashion
Discover Zara’s unique business model, what sets it apart from other fast fashion companies, and how it stays on-trend
South Africa’s National Health Insurance (NHI) Bill
Find out how medical aid schemes and South Africans could be affected by the NHI bill.
The Business of Football: The Economics Behind the Game
From groceries to semiconductors to football, numerous businesses cater to the supply of goods and services for people. While some businesses offer essential products, others provide entertainment.