Gearing Up – A Semiconductor Story
How are semiconductor manufacturers positioning themselves to take advantage of cyclical trends.
JP Morgan and the Fortress Balance Sheet
What stressors does JP Morgan see in the economy and how are they positioned.
Balancing the Scale
What are some of the challenges and opportunities companies face when they are already large
Lunar Capital Quarterly Investment & Performance Review – 31 March 2024
Sabir provides an update of the Funds’ Performance and Strategy of Lunar Capital as of end March 2024.
Making Lululemon-ade
Growth in uncertain times, how is Lululemon investing for the future?
Wal-smart
Find out how Walmart has been able to consistently keep their prices low in order to gain market share.
Shoprite-aholics
Gaining market share in a sluggish economy. How does Shoprite do it?
Snowflake – Trying to be a Snowball
Find out what challenges and opportunities face Snowflake as they try adapt to a more generative AI focussed world.
Nvidia – Fear of Missing Out
What questions are we asking about AI and Nvidia
ON Top of It
Rodger Federer, growing revenues, and expanding margins. Let’s dive into sports apparel brand ON’s recent success.