PROSF News and Press, Prosus NV - Class N From 10/19/22

Summary Value investing comes back alive in declining markets, where the efficient-market hypothesis shows signs of inefficiencies. Graham's number is a useful tool to check how undervalued your stocks are in the present. I display 8 stocks out of my own portfolio and give my ...

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...

Summary This month I had 7 transactions. New forward dividend is approximately $1,080. Next month I will look into the European real estate sector, TJX, L3Harris and Microsoft. September is over and it is yet another month to quickly forget when it comes to stock ret...

Summary Harris Associates’ 13F portfolio value decreased from $75.90B to $62.85B this quarter. They increased Amazon.com, Meta Platforms, and Salesforce while reducing Keurig Dr. Pepper, Humana, Regeneron Pharma, CVS Health, Constellation Brands, and General Dynamics. T...

Summary I'm focused on high-quality companies with growing free cash flows per share. I group my portfolio into 4 buckets: Great capital allocations, Tech Leaders, (unprofitable) High-growth and short-term trades. I want to own companies with great management so that I can sle...

Netherlands-headquartered Prosus ( OTCPK:PROSF ) which owns PayU, has terminated a $4.7B deal to acquire Indian payments firm BillDesk, saying certain conditions precedent were not met. Prosus, the global investment arm of South African multinational Nasper, had on Au...

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...

First Eagle Investments is an independent, privately owned asset management firm dedicated to serving the needs of individuals and institutions worldwide as well as the financial professionals that advise them. Many of the first quarter’s equity market dynamics continued to be ...

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...

Longleaf Partners Funds is a suite of mutual funds and UCITS funds that Southeastern Asset Management, the investment advisor to the Longleaf Partners Funds, created in 1987 as a way for Southeastern employees to invest alongside their clients. Longleaf Partners Global Fund declined 1...