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’
Long Life Novo Nordisk
Discover how some of Lunar Capital’s investments in innovative medical-treatment businesses are supporting the rise in life-expectancy in developed nations.
Scaling Up: Microsoft’s Growing Revenue and Expanding Margins
Microsoft, a Lunar Capital holding, provides a compelling example of a business that has achieved growth while expanding its margins. The company’s strategy of bundling products together has enabled it to gain a strong foothold in the computing space, ultimately leading to increased dominance in the market.
ASML – Light Me Up
Each platform company has a unique way of enabling interactions; whether it is through creating an app-store ecosystem, or facilitating a large scale e-commerce market-place.
Next Level Platform Companies – Weekly Stocktake with Danyaal
Each platform company has a unique way of enabling interactions; whether it is through creating an app-store ecosystem, or facilitating a large scale e-commerce market-place.
SA’s Heavy-Weight Champion – Weekly Stocktake with Danyaal
It’s not uncommon for investment companies to trade at discounts to their NAV, and this can happen for several reasons. Let’s take a look at Remgro and see why.
“Just Do It” Or “Be All In” – Weekly Stocktake with Danyaal
Nike and Lululemon are in different stages of their respective lifecycle, particularly with regard to their product journey… Here’s what the results tell us.
How Quick Can a Bank Run – Weekly Stocktake with Danyaal
If depositors rush to withdraw their funds from a bank, it can lead to the bank being forced to liquidate its assets.