Rev Your Engines – Weekly Stocktake with Danyaal
Vehicle manufacturers face the challenge of dividing their capital expenditure between two key areas – the Internal Combustion Engine vehicles (ICE) and Electric Vehicles (EV). Vehicle manufacturers need to find the balance between retaining their existing customer base and investing for the future.
ShopFight – Weekly Stocktake with Danyaal
Shoprite’s philosophy is to aggressively pursue market share, which means they end up competing with multiple businesses that target different groups. In the current financial year, Shoprite plans to spend R6.3 billion on capital expenditure.
Can We Bank On It? – Weekly Stocktake with Danyaal
Despite the weak macro environment in South Africa, certain companies like FirstRand are currently demonstrating strong performance. They offer essential services to people while also creating value for their shareholders.
What Flavour Chips Do You Sell? – Weekly Stocktake with Danyaal
Nvidia have adapted their semiconductors to suit different uses over time. “When there’s a gold rush, it’s good to be in the business of spades.”
Gucci’s Gang – Weekly Stocktake with Danyaal
Luxury brands face a delicate balance between increasing revenue, which can be achieved by boosting their product offerings, versus preserving the exclusivity of their brand.
Rebuilding the House of Mouse? – Weekly Stocktake with Danyaal
Disney has been expanding its IP catalogue through strategic acquisitions over the years. Acquisitions at the right price, that deliver appropriate returns is good for both clients and shareholders. The opposite however can be very painful.
Amazon: The Behemoth – Weekly Stocktake with Danyaal
Last week Thursday, Amazon released their full year results, with revenue growing by 12.8% to a staggering $501.7 billion. However, their net income took a hit and decreased from a $33.4 billion profit in 2021 to a net loss of $2.7 billion in 2022.
Open AI – Weekly Stocktake with Danyaal
We used Open AI to help us write this weeks stocktake about Microsoft.
The success of Netflix over time – Weekly Stocktake with Dan
Netflix have been a company that has been able to pivot their business model quite successfully over their lifetime.
Weekly Roundup 2022-12-07
This will be our last weekly roundup until January. Whilst the holiday mood is settling in, we at Lunar Capital will still keep our eyes and ears on the market.