PROSF News and Press, Prosus NV - Class N From 02/22/21

Prosus is one of the biggest companies in Europe. The company is trading at a huge discount to NAV. There are some major risks to consider. For further details see: Prosus Trading At A Huge Discount To NAV

The ETF is capturing growth on two fronts: e-commerce and Internet companies in emerging markets. Emerging markets in Asia are outperforming saturated economies in Europe and North America, with more growth ahead. The companies included in the ETF are not only growing rapidly but ...

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...

Ruane, Cunniff, & Goldfarb’s 13F portfolio value increased from $7.46B to $8.40B this quarter. The number of positions decreased from 37 to 35. They added Intercontinental Exchange and Fidelity National Information Services while decreasing Amazon.com, Alphabet, and Wayfair...

Prosus N.V. (PROSY) Q1 2021 Results Earnings Conference Call November 23, 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 Conference Call Participants Lisa Yang - Goldman Sa...

Prosus has started a $5 billion buyback program. Prosus' discount to NAV has narrowed to 25%. Management has listened to the critics and is taking the right course of action to return value to shareholders. However, a 20%-30% discount continues to be rational. I am hopeful...

As per the Strategic Support Agreement, Prosus N.V. (PROSF) to invest an additional $400M in Churchill II's planned acquisition of Software Luxembourg Holding S.A. and Global Knowledge Training LLC.This additional investment brings Prosus's total investment in Churchill II to $500M. This subs...

Just Eat Takeaway's revenue growth remains strong. The company is starting to turn profitable. Just Eat Takeaway's Grubhub acquisition is worrisome. The company's valuation is reasonable considering its growth prospects. For further details see: Just Eat Takeaway: Gr...

In order to enhance shareholders' value, Naspers (NPSNY) announced that Prosus (PROSF) board seeks to acquire up to $5B in total of Naspers and Prosus shares.Share purchase also indicates a investment in the group's strong internet portfolio.Purchases will be funded utilizing cash resour...

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 gained 3.80% for the third quarter and declined -5.12% for the f...