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.
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?