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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
MercadoLibre
Weekly Stocktake

MercadoLibre – Playing the Long Game

Meli is sacrificing today's margin for long term opportunity; will it pay off?
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Amazon
Weekly Stocktake

Amazon – The Era of Trade-offs

Should Amazon sell their chips now, or use them internally?
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Intuitive Surgical - Robotic Surgery
Weekly Stocktake

Intuitive Surgical – Robotic Surgery

Intuitive Surgical is expanding their reach.
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ASML & TSMC
Weekly Stocktake

ASML & TSMC – Manufacturing the Future

Having experienced previous cyclical slowdowns, both companies are taking a more measured approach.
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