Alphabet – Search and Beyond
Why would Alphabet look to cannibalise its own products.
Netflix: The Saga Continues
How have Netflix positioned themselves for growth.
Lunar Capital Quarterly Investment & Performance Review – 31 March 2025
Sabir provides an update of the Funds’ Performance and Strategy of Lunar Capital as of end March 2025.
JP Morgan – Banking on Volatility
How is the America’s largest bank benefiting from market uncertainty.
Not Tariffic
What is the US, under the Trump Presidency, trying to achieve?
De-Lululemon
Can Lululemon weather this storm?
Tencent – Gaming and Beyond
How does China’s biggest company plan to compete in the AI race?
Hala Zara
How does Zara cater to increasingly fickle customers?
ShopRite on Track
What is Shoprite doing to gain marketshare?
Nvidia: Cost to Compute
How significant can Nvidia’s role be in the long term AI trend?