Articles about
Naspers

Investment summary as at 31 December 2023.

While we are cognisant of the risks, we believe a handful of carefully chosen businesses in China currently offer compelling returns for long-term investors.

“In the midst of chaos, there is also opportunity.” – Sun Tzu

It’s not just about Tencent, games and China

Revisiting the investment case

A good quarter for investors, but a tough one for South Africa

“You can’t always get what you want, but if you try sometimes you just might find you get what you need.” – The Rolling Stones

We continue to focus on valuation to find attractive opportunities

Enough already!