PROSF News and Press, Prosus NV - Class N From 07/06/22

Naspers stock has been buoyed in recent weeks by the announcement of a buyback program funded by the sell-down of its Tencent stake. With Naspers also trading at a discount to its economic ownership of Prosus and the balance sheet well-capitalized, more capital allocation optionality ...

Prosus stock soared after announcing an open-ended buyback program to close the discount to NAV. The discount gap already narrowed from 61% to a 44% discount to NAV. Prosus will continue selling Tencent shares to fuel buybacks, in turn increasing NAV per share. The thesi...

Harris Associates’ 13F portfolio value increased from $64.23B to $75.90B this quarter. They increased Charter Communications, General Motors, Amazon.com, and Netflix while reducing Humana, Hilton Worldwide, and General Dynamics. The top three positions are Alphabet, Fiserv,...

This article is an update to my previous article about iFood, which is worth a read. At this price, Just Eat Takeaway's enterprise value is for a big portion made up by its 33% stake in iFood. Since Prosus owns 66% of iFood, the only question is when this value can be realized by ...

This month I had a total of 10 transactions, mainly due to the re-evaluation of my portfolio. Dividends were up $87.06 YoY. My forward dividend yield at the end of April was approximately €870 ($934). For further details see: My Portfolio May Update - 8 Buys, 2 Se...

Prosus has continued to underperform Tencent's stock, its largest holding. The discount to NAV has continued to increase at a magnificent pace. The market is pricing in no buybacks and more food delivery investments. For further details see: Prosus: Huge Discount Implies...

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 Asia Pacific UCITS Fun...

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 UCITS Fund decl...

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 5...

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 International Fund dec...