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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
Weekly Stocktake
MercadoLibre – Playing the Long Game
Meli is sacrificing today's margin for long term opportunity; will it pay off?
November 11, 2026
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Weekly Stocktake
Amazon – The Era of Trade-offs
Should Amazon sell their chips now, or use them internally?
November 5, 2026
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Weekly Stocktake
Intuitive Surgical – Robotic Surgery
Intuitive Surgical is expanding their reach.
October 28, 2026
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Weekly Stocktake
ASML & TSMC – Manufacturing the Future
Having experienced previous cyclical slowdowns, both companies are taking a more measured approach.
October 20, 2026
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