Alibaba: More for Less
What’s behind Alibaba’s recent run?
Adyen: Bring on the Competition
How does Adyen win payment processing market share in the highly competitive environment?
In the Amazon-e
What trait has led Amazon to build one of the most successful businesses in the internet’s history.
Apple Doesn’t Fall Too Far from the Tree
Without it’s own Large Language Model, how can Apple benefit in the AI race.
Net Flicks on Flicks on Flicks
What has given Netflix the edge over their competition?
TSMC: Manufacturing Artificial Intelligence
How has TSMC become one of the most important companies in the world?
Quarterly Investment & Performance Review – 31 December 2024
Sabir provides an update of the Funds’ performance and how Lunar Capital plans to invest in the current market climate.
Sweet and Sour Lululemon
How is Lululemon tackling their recent challenges.
CrowdStruck
Has Crowdstrike used adversity to its advantage?
Nvidia: Friend or Foe
How has Nvidia’s dominance incentivised their competition?