06-27-2021, 09:41 PM
(06-27-2021, 12:10 PM)fenders53 Wrote: [quote pid='27014' dateline='1624812996']
[quote pid='27005' dateline='1624648233']
[quote pid='27004' dateline='1624645128']
Started a position in naspers, anyone looked at them? They own 30% in tencent and trading at 30% discount of just that position.
Never heard of them. Chinese stock?
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They are the biggest tikr in south African market. they are a conglomerate. Roughly 20 years ago they invested a few millions in tencent which is worth ~$170B right now. They have a few other investments too but tencent stands out. Naspers itself is trading at $95B valuation. Market is discounting them for not being able to unlock value for shareholders.
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Big CAP stock almost $100B and I haven't heard of them. I need to get out more.
[/quote]I started a 1/4tu position in it. Prubai been mentioning them. I would like to see him picking up some stocks in it before I buy anymore( may be he has, he declined to comment of he has a position in it).