VCS Agency - Lunar Capital

AI Driven Demand

How are two fairly-unknown companies making the AI revolution possible.

What are some of the consequences of an aging population?

Why have clothing businesses found it so difficult to have a long reigns?

Sabir provides an update of the Funds’ performance and how Lunar Capital is investing in the current environment.

Which company could benefit from a changing workforce?

Let’s put the love of the game into perspective.

How is Inditex building resilience in their business.

What are the factors behind the diverging fortunes of two major South African retailers.

What do Nvidia’s recent results say about the broader industry.

Is there a disconnect between Walmart’s valuation and price?