PROSF News and Press, Prosus NV - Class N From 12/07/21

This month I started repositioning my portfolio, decreasing total holdings to 35. Dividend was almost double that of last November. My new forward dividend is $818.60 after tax. For further details see: My Portfolio November Update - Repositioning For The New Year

Prosus N.V. (PROSY) Q3 2021 Earnings Conference Call November 22, 2021 10:00 a.m. ET Company Participants Eoin Ryan - Investor Relations Bob van Dijk - Chief Executive Officer Basil Sgourdos - Chief Financial Officer Larry Illg - Chief Executive Officer of Naspers Ventures Charles Searle - Ch...

The following slide deck was published by Prosus N.V. in conjunction with their 2022 Q2 earnings call. For further details see: Prosus N.V. 2022 Q2 - Results - Earnings Call Presentation

I made 8 transactions during the month. Dividends were up approximately $32.28. I will reposition my portfolio in the coming months. Forward dividend is currently €720 ($834). For further details see: My Portfolio October Update - 7 Buys, 1 Sell

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...

The fund's investment objective is long-term growth of capital. In pursuing this objective, it focuses on investing in equity securities that the advisor believes are undervalued at the time of purchase and have the potential for growth. For the third quarter of 2021, Sequoia Fund gen...

I made 4 transactions during the month. Dividends were up approximately $55. Forward dividend is now $779. For further details see: My Portfolio September Update - 4 Buys

Ruane, Cunniff & Goldfarb’s 13F portfolio value increased from $10.63B to $11.28B this quarter. The number of positions decreased from 37 to 35. They increased Micron Technology, Anthem, and Netflix while reducing Jacobs Engineering and Arista Networks during the quarter. T...

I made 7 transactions during the month. Dividends were up 200.6% YoY. Forward dividend is now €648 ($764) a year after tax. For further details see: My Portfolio August Update - 7 Buys

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...