The story of how Lunar Capital started
Sabir Munshi from Lunar Capital talks about the origins of an investment club, Higain Investments, of which he is a member; and how the long-term growth investment-philosophy developed in Higain Investments was used as a basis to start Lunar Capital.
Weekly Roundup 2022-08-05
Under Armour: a creator, marketer, and distributor of branded athletic apparel, released their Q1 2023 results last week. For the quarter, revenue remained flat at $1.3 bn compared to Q1 a year ago.
Why Numbers Matter – Lunar Capital Client Event Replay
Thank you all for attending our Lunar Capital Event: Why Numbers Matter on Wednesday 13 July 2022. We hope you enjoyed the conversation from Ridhwaan Suliman, our Guest Panellists and our CEO Sabir Munshi. If you missed the talk or would like to watch it again, you can do so below. And if you also […]
Weekly Roundup 2022-07-08
On Monday last week, A Bloomberg article reported that there were rumours that the US Government wanted to restrict ASML from selling some of their older semiconductor equipment.
Weekly Roundup 2022-07-01
Nike, one of the world’s leading designers, marketers and distributors of athletics wear, released their 2022 Q4 and full year results on the 27th June.
Weekly Roundup 2022-06-24
Prosus and Naspers released their annual results for the year ended 31 March 2022. In the annual results, they announced that they would start a share repurchase programme for their Prosus and Naspers’ shares.
Weekly Roundup 2022-06-17
Last Wednesday, The US Federal Reserve (Fed) announced that it will increase its benchmark interest rate by 75 basis points.
Weekly Roundup 2022-06-10
Remgro is a holding company with several listed and unlisted investments. It has a market capitalisation of R70.3bl.
Tech Talk on 5G
“The earth, the sea and air are the concern of every nation. And science, technology, and education can be the ally of every nation.” — John F. Kennedy South Africa, through the Independent Communications Authority of South Africa (ICASA) took a big step, when it finally auctioned off the 5G spectrum last month (March 2022). 5G […]
Time to Panic? Time to Buy?
“The stock market is a device for transferring money from the impatient to the patient.” – Warren Buffett What a tumultuous time we live in currently, with the Russia/Ukraine War, increasing commodity prices, including oil; higher inflation and we don’t even know what Covid-19 has in store for us in the next round. Understandably, clients […]