NPSNY News and Press, Naspers Ltd ADR Repstg Cl N From 04/19/22

We are value investors. In constructing portfolios for our clients, we seek out companies that we believe are trading in the market at significant discounts to their underlying value. These businesses must offer significant profit potential and be run by managers who think and act as owne...

The plethora of headwinds facing Chinese Internet stocks are well known but since October 2008, TCEHY is up over 30 times even after the recent crash. With TCEHY’s outperformance over BABA stock, it's no wonder some questioned if Tencent stock is overvalued. To assuage shar...

Tencent (OTCPK:TCEHY) has slumped 5.6% in U.S. trading after its fourth-quarter earnings indicated the slowest sales growth since the company's 2004 listing in Hong Kong. Revenues grew just 8% in Q4, to 144.19 billion yuan (about $22.6 billion) - its first growth rate that was only in single ...

Naspers/Prosus/Tencent has turned from one of JSE’s high valuation darlings into a contrarian bet with attractive valuations. China-related concerns justify a higher risk premium and discount rate. Tencent is incentivized to under-report earnings, so they are likely earning...

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 South African Reserve Bank has been much more ...

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...

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. Economic recovery and persistent easy money continued to underpin the financial market...

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...

Longtime readers may know I think that Tencent (OTC: TCEHY) is the best company in China, and the best positioned to weather the current regulatory crackdown. Yet I don't own any Tencent shares. That's because since I have a very long time horizon, I've decided to own Tencent th...

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...