Amazon – Not your everyday Bookseller

What characteristics have made Amazon the everything store
Microsoft: On Cloud Nine

ind out how AI has been benefitting Microsoft
Gearing Up – A Semiconductor Story

How are semiconductor manufacturers positioning themselves to take advantage of cyclical trends.
JP Morgan and the Fortress Balance Sheet

What stressors does JP Morgan see in the economy and how are they positioned.
Balancing the Scale

What are some of the challenges and opportunities companies face when they are already large
Making Lululemon-ade

Growth in uncertain times, how is Lululemon investing for the future?
Wal-smart

Find out how Walmart has been able to consistently keep their prices low in order to gain market share.
Shoprite-aholics

Gaining market share in a sluggish economy. How does Shoprite do it?
Snowflake – Trying to be a Snowball

Find out what challenges and opportunities face Snowflake as they try adapt to a more generative AI focussed world.
Nvidia – Fear of Missing Out

What questions are we asking about AI and Nvidia