Quarterly Investment & Performance Review – 30 June 2024
The Lunar BCI Worldwide Flexible Fund achieved a Top 10% ranking of all Funds available in South Africa since its inception 8 years ago. Source: Moneymate.
Nike Just Not Doing It
Find out how Nike have not been able to take advantage of the worlds latest trend.
Adobe or Not Adobe
How is Adobe navigating the new world?
A Day out Shopping
Lululemon and Inditex, what are the similarities and differences?
Costco – One up on Inflation
What is Costco doing to help customers beat inflation?
Nvidia – Silicon Supreme
How has Nvidia become one of the leading AI chip suppliers in the world.
Walmart – The Best Offense starts in Defense
What advantages does Walmart have in a inflationary and competitive environment
Disney – Where’s the Magic?
How did Disney lose its sparkle, and what are they doing to get it back.
Amazon – Not your everyday Bookseller
What characteristics have made Amazon the everything store
Microsoft: On Cloud Nine
ind out how AI has been benefitting Microsoft