A Naspers Story
Selling its winner to fund new ventures. Can Naspers get it right?
Inditex – Cut above the Rest
How is Inditex positioning itself for uncertain times.
CrowdStrike – AI vs AI
What gives CrowdStrike an advantage in a more AI integrated world?
Nvidia – Powering Sovereign AI Ambitions
How do Sovereign AI Ambitions fit into Nvidia’s growth plan.
Snowflake – a Stock for Staff
How does Snowflake compete with Big Tech?
Walmart: Pricing for Perfection
Why is Walmart priced so high?
The Legacy of Disney
How has Disney’s library of IP fuelled different segments of its business.
Amazon – Navigating the Tariff Jungle
The broadest possible selection at the lowest possible price.
Alphabet – Search and Beyond
Why would Alphabet look to cannibalise its own products.
Netflix: The Saga Continues
How have Netflix positioned themselves for growth.