PROSF News and Press, Prosus NV - Class N From 07/01/20

Prosus N.V. (PROSY) Q4 2020 Earnings Conference Call June 30, 2020, 10:00 AM ET Company Participants Eoin Ryan - IR Bob van Dijk - CEO Basil Sgourdos - CFO Larry Illg - CEO, Naspers Ventures Martin Scheepbouwer - CEO, Classifieds Aileen O'Toole - Group Chief People Officer,...

The following slide deck was published by Prosus N.V. in conjunction with their 2020 Q4 earnings Read more ...

Introduction Just Eat Takeaway( OTCPK:TKAYF ) and Grubhub( GRUB ) have announced their planned merger . Grubhub will consolidate with the European food delivery powerhouse to form 'the largest food delivery business outside China'. Many analysts are positive about this merger, they th...

This article is part of a series that provides an ongoing analysis of the changes made to Ruane, Cunniff & Goldfarb’s 13F portfolio on a quarterly basis. It is based on their regulatory 13F Form filed on 05/15/2020. Please visit our Tracking Ruane, Cunniff, & Goldfarb’...

Hypothesis eBay (EBAY) is about to sell its classifieds unit, which as a standalone is one of the biggest players in the industry. Prosus (PROSF) (PROSY) and Adevinta (ADEVF) (MKPEF) would both benefit from the deal since eBay Classifieds Group's portfolio offers an outstanding geographical ...

Many investors deem Prosus ( PROSY ) as a noteworthy investment due to the discounted Tencent ( TCEHY ) stake. Prosus has a 31.1% stake in Tencent, this is equivalent to €127.5 billion and Prosus's market cap is €96.326 billion. Prosus is net cash positive, and this means that th...

This article is part of a series that provides an ongoing analysis of the changes made to Ruane, Cunniff & Goldfarb’s 13F portfolio on a quarterly basis. It is based on their regulatory 13F Form filed on 02/14/2020. Please visit our Tracking Ruane, Cunniff, & Goldfarb’...

What a Difference! Do you still remember December of 2018? Market returns were the worst for a December in more than 80 years! On Christmas Eve of 2018, the downturn in the U.S. intensified in a particularly unnerving fashion. At the intraday low on that day, the U.S. market had declined by ...

Technology investor and holding company Prosus NV ( PROSF ; PROSY ) is currently competing with Takeaway.com NV ( TKAYF ) to takeover food delivery company Just Eat Plc ( JSTLF ). The outcome is, as of yet, unclear. While, at the moment, Prosus offers a higher valuation and has increased its ...

Prosus ( PROSY ), a recent spinoff from Naspers ( NPSNY ), offers investors multiple ways to win at current valuations. Following the September spin, Prosus' NAV discount has widened materially despite its more tax-efficient structure relative to Naspers. In my view, this offers investors acce...