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?
What’s Up Walt

What are the challenges facing Disney?
Mercado Libre – Seeking Credit

What are the risks Mercado Libre faces when growing their credit business.
Alphabet(ting) on AI

How has Alphabet used its scale to invest for the future.
Luxury Wars

What do the results from three fashion houses say about the luxury goods sector today.
Chipping Away

What have the results from two companies shown us about the semiconductor industry today.