NPSNY News and Press, Naspers Ltd ADR Repstg Cl N From 01/23/23

Summary We believe Naspers' latest surge is unwarranted. Speculating on the company's exposure to China's reopening is a roll of the dice. Naspers and Prosus present secular growth, but at what cost to their investors? Valuation remains a concern and desirable dividends are astr...

Summary Harris Associates is an asset management firm that serves as the investment adviser to the Oakmark Funds. We are value investors. Oakmark Global Fund generated a 16.4% return in the fourth quarter. OAKGX certainly experienced the benefits of maintaining a global portfolio in...

While international stocks have been quite tumultuous this year, the story of South African investment company Naspers (OTC: NPSNY) and its associated investee, Prosus (OTC: PROSY) , keeps getting better. While investors in this conglomerate have had a difficult few year...

Summary Horos is an asset management firm that knows the benefits of value investing over the long term. We invest in companies that we consider, after analyzing them, to have a value higher than the price they ask for within the stock market. In our search for companies with ...

Summary The magic of the large repurchase program is often misunderstood. By doing the exact math, you can not only see its benefits, but also understand when it will end. Here is why Naspers is basically printing money and will outperform both Tencent and Prosus. Is...

Tencent is a global technology giant which is the Chinese market leader in Social Media and Gaming. Often called the "Facebook of China," Tencent's revenue declined by 3% in the second quarter, which was driven by the cyclical gaming and advertising market. The company is poised t...

Prosus N.V. ( OTCPK:PROSF ), majorly owned by Naspers ( OTCPK:NPSNY ) has signed an agreement to acquire the remaining 33.3% stake in iFood, from minority shareholder Just Eat Holding Limited for €1.5B in cash plus a contingent consideration of u...

First Pacific Advisors (FPA) is a Los Angeles-based institutional money management firm practicing a disciplined approach to value investing, prudently seeking superior long-term returns while maintaining a focus on capital preservation. Source Capital Inc.’s (“Source&#x...

We have long harped on Naspers’ deep discount to its underlying sum of the parts. The group is clearly changing course towards unlocking the discount and focusing on shareholder returns. Although NPSNY's discount has improved substantially since the announcement, stock is s...

Desert Lion Capital is managed by Rudi van Niekerk who is a South African citizen. Due to a growing interest from US and other international investors, Desert Lion Capital was launched to meet the needs of non-South African investors. Desert Lion Fund returned -7% for the month of May...