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Insights

We are passionate about sharing our knowledge with our clients and potential clients; through webinars, one-on-one meetings, small group/family meetings, posting our Insights, and through our Lunar Capital Youth League Academy. We believe that our clients need to also learn about investing, so that they can make more informed decisions. Learning is a multi-way street, we learn as much from our clients, partners and associates, as they do from us.

  • All
  • Weekly Stocktake
  • Quarterly Performance
  • In The Media
  • Archive
All
  • All
  • Weekly Stocktake
  • Quarterly Performance
  • In The Media
  • Archive
Microsoft – On OpenAI Watch
Weekly Stocktake

Microsoft – On OpenAI Watch

What do Microsoft's recent results suggest about the risks associated with OpenAI?
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Lunar Capital Quarterly Investment & Portfolio Review - 31 December 2025
Quarterly Performance

Lunar Capital Quarterly Investment & Portfolio Review – 31 December 2025

Sabir provides an update of the Funds' performance and how Lunar Capital is investing in the current environment.
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Why does Intuitive Surgical trade at an expensive valuation?
Weekly Stocktake

Precision is Expensive

Why does Intuitive Surgical trade at an expensive valuation?
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TSMC - Disciplined Growth
Weekly Stocktake

TSMC – Disciplined Growth

How is TSMC making the AI growth story possible?
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