Netflix – Expanding Engagement

After Warner Brothers – where is Netflix focussing their attention?

Lunar Capital Quarterly Investment & Portfolio Review – 31 March 2026

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

Stadio – Filling the Gap

How Stadio is capitalising on the demand for higher-education in South Africa.

Inditex: On Brand

How is Inditex showing its maturity?

Choose your Shop

How does Woolworth’s turn-around plan compare to Shoprite’s scaling strategy.

Flywheel Economics

What’s the reason behind Mercado Libre’s sensational winning streak. 

Steering a Big Shop

A low-cost retailer’s expensive valuation.

Spotify – Scales Practice

Are there limits to Spotify’s growth?

Amazon – AI and Beyond

What else is driving Amazon?

Microsoft – On OpenAI Watch

What do Microsoft’s recent results suggest about the risks associated with OpenAI?