US vs China: Battle on the Semiconductor Front
Find out how the US is attempting to prevent China from developing its Advanced Computing and Military Capabilities using trade restrictions.
Let it Snow, Let it Snow, Let it Snow
Find out how Snowflake (owned by Lunar Capital) is planning on incorporating AI into their data warehouse business.
Millennials Stamp their Economic Authority
Dive into how we, at Lunar Capital, use investment themes to find businesses that we think will do well over the long term.
Zara: In the Fast Lane of Fashion
Discover Zara’s unique business model, what sets it apart from other fast fashion companies, and how it stays on-trend
South Africa’s National Health Insurance (NHI) Bill
Find out how medical aid schemes and South Africans could be affected by the NHI bill.
The Business of Football: The Economics Behind the Game
From groceries to semiconductors to football, numerous businesses cater to the supply of goods and services for people. While some businesses offer essential products, others provide entertainment.
From Downward Dog to Upward Profits, Lululemon’s revenue surges!
Yoga-pants, Women’s running shoes, and increasing margins. Find out about Lululemon’s recent results.
Artificial Intelligence: Beyond the Hype or Just Another Illusion?
From store shelves to digital carts, learn more about Walmart’s omnichannel success amongst some of its leading competitors.
Walmart: Competing on all Shop Fronts
From store shelves to digital carts, learn more about Walmart’s omnichannel success amongst some of its leading competitors.
Hungry Munger and a Buffett of Wisdom
Read some of our favourite quotes on long-term investing by Warren Buffett and Charlie Munger, which have served as inspiration for our investment motto, ‘growth at a reasonable price’