Nvidia – Taking on the “Wannabes”

What does the chief beneficiary of AI’s results tell us about the broader market. 

China’s AI Heavyweights

What are Tencent and Alibaba’s AI strategies?

A is for Apple

Apple is a perfect example of a cash-cow business.

AI’s Early Returns

Early signs of returns emerging from the AI capex build-out.

Interactive Brokers – All about the Margin

Interactive Brokers is a strong example of a company using technology to drive efficiency.

Netflix – Expanding Engagement

After Warner Brothers – where is Netflix focussing their attention?

Stadio – Filling the Gap

How Stadio is capitalising on the demand for higher-education in South Africa.

Inditex: On Brand

How is Inditex showing its maturity?

Choose your Shop

How does Woolworth’s turn-around plan compare to Shoprite’s scaling strategy.

Flywheel Economics

What’s the reason behind Mercado Libre’s sensational winning streak.