Naspers: Creating Value in Online Travel in India with MakeMyTrip Deal.
A few days ago we wrote about Naspers Ltd (NPN SJ) crystallizing value with the sale of its Polish eCommerce business for $3.25bn. The ink was...
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Naspers - Keeping It Simple
On a look-through basis, Naspers has traded at an average discount of 7% to its holding in Tencent in 2016, assigning negative value to its stub...
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Naspers Sale of the Allegro ECommerce Business Crystallizes Value.
When we last wrote on Naspers (NPN SJ) we thought an Allegro sale was not imminent although it had been marked out as possible if the price was...
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ANIMAL SPIRITS™ REPORT: India Equity Strategy - Upgrade To Overweight as Patel's Dovish Arm Twists
Investment Conclusions - Tactical View (3-6 Months) Animal Spirits prefers an "overweight" stance on Indian equities. Our macro baseline scenario...
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The Future of Car Ownership - More, or at Least Different, Not Less - An Alternative View
A recent entertaining and thought-provoking read on this site, Why the Car You Currently Own Is the Last Car You Will Ever Buy, raises many...
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