What do you think of the South African company Naspers (also traded OTC on a US listing) as a way of owning Tencent at a significant discount? As far as I’m aware they still own a sizeable stake in Tencent (10%) as well as Flipkart and other less well known companies. I’m unsure if any […]
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Naspers: A way of owning Tencent at a discount?
Eric Fry’s “Secrets of the Richest Zip Code” Teaser Picks
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38 Comments Read MoreFriday File: Two New Small-Cap Buys in Hated Businesses, Two (partial) Big Tech Sales
Friday File: My “Top Ten,” plus Some Adventures in Shorting and A Check-in on Gold Royalties
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22 Comments Read MoreFriday File: China, Data Center and 5G Shakeup… plus a couple boring buys
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14 Comments Read MoreFriday File: Panic! … or maybe Don’t Panic!
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25 Comments Read MoreFriday File: Stop Losses and Big Quarters
I keep seeing more and more marijuana teaser ads, and yes, marijuana is an exciting sector right now with legalization in Canada and probably more incremental moves toward legalization of marijuana in the US this next election cycle… but they’re still companies that we have to analyze and understand if we’re to think of these […]
17 Comments Read MoreFriday File: Diving into another Marijuana teaser, plus several add-on buys
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29 Comments Read MoreFriday File, part two: One Post-Earnings Buy and Other Updates
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8 Comments Read MoreFriday File: Portfolio Transactions Catch-up (2 sells, 5 buys)
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9 Comments Read MoreLooking into Sjuggerud’s ad: “Stocks That Nearly Every Wall Street Firm Will be Forced to Buy at 3:59pm on May 31”
“Amazon 2.0” — Can you “Grab Shares of Flipkart BEFORE its $21 Billion IPO?”
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17 Comments Read MoreFriday File: Premier, Estre, Naspers, NVIDIA and gold coins
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28 Comments Read MoreFool’s “Next Netflix” Pitched as “Best IPO I’ve Ever Seen”
Friday File: Another Netflix Wanna-be, plus BOMN and NVDA updates
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25 Comments Read MoreSjuggerud’s “Favorite Way to Profit from Trump’s ‘Trade War'”
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23 Comments Read MoreFriday File: Possible Panic, Possible Buys and Sells
A buy from the watchlist, plus thoughts on Tencent, Alphabet, Naspers, Square, Altius and Five Below
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Friday File: Bitcoin, Volatile Week, Two Sells and a Buy
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16 Comments Read MoreFriday File: Gold, Shop and China
A New Stock for the Watchlist
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18 Comments Read MoreTrue Wealth’s “Tiny Device That’s Eating the World”
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14 Comments Read More“50% Richer in Just Three Months on the #1 Chinese Internet Company in the World”
That headline carries the promise of Robert Hsu’s latest tease, and since I shared some “rerun” articles of his with subscribers to the Stock Gumshoe Daily Update on Friday, I thought I might as well have a look at a “fresh” one today. And yes, he puts right in the headline that “Hint: It’s not […]
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This was the whole point of Sjuggerud even holding NPSNY to begin with. Did you read his updates?...
I closed by subscription just days ago. 9/17/19 his recommendation Naspers NPSNY gapped down 32%+. Does anyone know if S...
An additional risk with NPSNY is the lunacy of South African politicians....
Steve Sjugerjud of Stansberry Research says this is a game changer, He has been pushing Naspers for a while now......
Yes, I expect it will probably help to finally close the discount to Tencent... though the fundamental driver will still...
Also an Alliance member. I bought nine of his China recommendations, actually NPSNY is South African but owns 40% of Ten...
Interesting -- yes, the "this will be the biggest company in the world" pitch from Sjuggerud about Tencent has been roll...
Thanks for the clarification! You did discuss about Clean TeQ before, but I was initially unsure about Fairfax - whether...
Hi Travis,I see that you talked about possibly letting Naspers trigger a stop loss.What are your thoughts (recen...
Good points, S.Africa is certainly a worrisome country, and changing the laws to somehow pressure Naspers is a meaningfu...
StockMidas, Thank you for the Naspers caveat. Any thoughts on how the SA government change(s) will effect the Ivanhoe (...
Naspers (the name derived from Nasional Pers, meaning National Media) hails from my native country, South Africa. With a...
Isn't Naspers selling their investment inTencent?...
As a subscriber to Sjuggerud's newsletters, he's definitely pushing KBA, and Ping An. Taking their advice, I have shares...
So we know about KBA and KWEB and Tencent, Naspers, BABA and BIDU. Do I want to spend $1500 to discover that the magi...
I don't invest directly on the JSE. Interactive Brokers is the broker I most often use to buy direct on overseas exchan...
I don't know. All I can tell you is what I've done with my money -- the last 10 stocks I've bought, either new purchas...
The price per share being close for the ADRs is just a coincidence. Buy Tencent if you just want clear and unfiltered e...
I have been using robinhood and NPSNY is not available. How can i buy Naspers?...
both Naspers and Tencent have ADRs but the Naspers one, NPSNY, is more visible and liquid here, while the Hong-Kong-list...
we got into Naspers first because my reporter Harry Geisel is married to a South African born lady. then we bought Ten...
There is a risk, I don't know what the size of the risk is. The risk is mostly that the South African government could ...
Isn't there a big country risk with South Africa ? The African Congress is passing a law that will take the land away f...
Well, then they probably picked a better price :)I first owned Naspers and Tencent more than a decade ago, and fooli...
Naspers and Altius have been on my watchlist too. Your rationale gives me a better idea beyond the two newsletters I sub...
I have owned Naspers as a play on tencent for almost a year now - up 45% so far....
It's not Chinese , even worse it's South African,when the current free money bubble implodes they all go down in 6 month...
Does Naspers really own 1/3 of Tencent? If so, I would rather own Naspers because they are not a Chinese stock....
Yep. Naspers essentially performs exactly as Tencent, since a third of Tencent is their primary asset....
Are u sure this is not Naspers?...
That's reasonable as well, if you like the growth prospects -- it's just that buying through Naspers is so much cheaper ...
Travis --- instead of Naspers as a backdoor to Tencent why not buy TCEHY directly like I did this week for around $48+ ...
stansberry research made naspers pick of the year.The founder of Ten Cent s supposedly . never took salary just options...
I fell for the hype & subscribed to True Wealth lst week..u are correct in naming Ten Cent (TCEHY)& IPAY& Na...
Only China would have 700 million users of anything. It's Tencent. He also talks about a "backdoor" into the 1 tap app...
Naspers owns 34% of Tencent. It's may backdoor play on tencent...
Yes, Naspers has offered great exposure to emerging market tech/media stocks for a decade or more -- the foundation (asi...
Not sure about the appetite of USA or other developed market players about a curved ball entry into Tencent. Naspers (N...