PROSF News and Press, Prosus NV - Class N From 09/03/21

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...

Prosus N.V. (OTCPK:PROSY) announced an agreement between its the payments and fintech business PayU and the shareholders of the Indian digital payments provider BillDesk to acquire BillDesk for $4.7B. The acquisition will make PayU one of the leading online payment providers globally by total...

With Chinese internet stocks rebounding, cries of "I should have bought the dip!" and the question of "have they really bottomed?" asked out loud were heard across the world. I discuss several positive developments neglected by the mainstream media, including Tencent seeing little rev...

I made 9 transactions during the month. Dividends were up 274.9% YoY. Forward dividend is now €620.15 ($734.19). For further details see: My Portfolio July Update - 8 Buys, 1 Sell

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...

amlanmathur/iStock Editorial via Getty Images The new financing round, a Series J, includes the $800 million investment the Bangalore-based startup had disclosed to employees earlier this year, according to techcrunch. SoftBank's Vision Fund 2, technology investor Prosus, Goldman Sachs and Qa...

Prosus is one of the largest technology investors in the world. The discount to net asset value has become too large. Prosus has initiated a buyback program. Prosus has sold a 2% stake in Tencent. In addition to Prosus, Tencent is probably selling at a meaningful discount ...

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...

To tender or not to tender - Naspers shareholders will need to decide over the next weeks. Many shareholders of Naspers outright hate the deal. Even Prosus' shareholders seem to be unsure about its merits. An analysis of the consequences of success and failure of the exchange ...