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.
Weekly Roundup 2022-12-02 – PHALA PHALA
Just as we were all about to get into the December spirit, an independent parliamentary panel released a report concluding that President Cyril Ramaphosa may have violated the constitution in his capacity as President.
Weekly Roundup 2022-11-25 – Prosus and Naspers
Prosus and Naspers are related companies, through crossholdings with each other.
Weekly Roundup 2022-11-18 – Walmart and Amazon
Last week, Walmart released their Q3 2022 results. Total revenue increased by 8.7% quarter on quarter to $152,8 billion.
Weekly Roundup 2022-11-11
The global markets have come down quite significantly since the beginning of the year. The US Federal reserve has been raising interest rates at a record rate to attempt to tame rapidly rising inflation.