NPSNY News and Press, Naspers Ltd ADR Repstg Cl N From 11/12/21

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 potential an...

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. The Fund returned -9.9% net for Q3 2021. The major...

Alphyn Capital Management, LLC is a registered investment advisor focussed on a) great public companies that have the power to endure, with long runways to grow through reinvesting cash flows at high rates of return, run by talented and aligned operators and b) the occasional special situ...

Naspers is a spawner with an impressive track record. Management has an owner's mentality and is aligned with the interests of shareholders. The stock trades at a large discount to the company's NAV, providing a margin of safety for value investors. There are no clear catalysts fo...

Chinese stocks may be regrouping from low prices, but there could be unappreciated risks. The political tide seems to be shifting, and Xi's government seems willing to hurt companies without worrying about capital markets. If that's the case, the Chinese stocks with the largest pe...

Tencent delivered solid results, despite persistent regulatory concerns. I believe more regulation will actually be a positive for the industry as a whole, and Tencent should be a huge beneficiary. While the company is already very cheap, you can buy it even much cheaper through N...

It was an excruciating week of a severe emotional storm with the share prices undergoing a rollercoaster ride. A deluge of news, speculations, and commentaries overwhelmed the mind. The massive and synchronized sell-off of Chinese equities was akin to a Golden Slam for the critics. It...

The Fund seeks to generate equity-like returns over the long term, take less risk than the market and avoid permanent impairment of capital. We invest across capital structure, geographies, sectors. The FPA Crescent Fund – Institutional Class gained 3.26% in 2021’s secon...

State Street offers an interesting SPDR Emerging Market fund through SPEM which diversifies across more than 20 countries and 2,000 companies. Emerging Markets are expected to experience periods of growth that could outpace developed economies, providing capital appreciation opportuni...

Naspers has been a perennial disappointment, badly lagging returns of its largest holding Tencent. Extended period of underperformance has led to a disaffected investor base, but just like negative performance has led to the invention of negative narratives, rerating will vindicate th...