Topic Archives: Naspers (NPSNY)

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 […]

Lots of readers wondering today about Steve Sjuggerud’s latest China teaser — it starts with a pretty “urgent” promise… “Recently, in a closed-door meeting in Boston, the most powerful authority in global investing told me… “Two Stocks That Nearly Every Wall Street Firm Will be Forced to Buy at 3:59pm on May 31 Get there […]

Wyatt Research is doing another “how to buy pre-IPOs” seminar that’s actually a hard sell for his Million Dollar Portfolio ($795/year), and this one’s built on the “get in early on Flipkart” idea. Flipkart, if you’re unaware, is the leading e-commerce brand in India — sort of like the “Amazon of India,” though it’s very […]

What to do when the market is looking ugly, and pessimism is trying to sneak in through the back door of our long-running bull market? Look for a purveyor of optimism and see what he says. So that’s the mission today — as interest rate worries (and perhaps fears of political risk) catch enough attention […]

So… what’s going on this week? The world watched Congress actually pass something last night, on the 30th anniversary of the 1987 stock market crash (they passed their spending framework bill for 2018, which is importantly mostly because it sets the stage for tax reform legislation to proceed in the coming months), so that made […]

Comments

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    I closed by subscription just days ago. 9/17/19 his recommendation Naspers NPSNY gapped down 32%+. Does anyone know if S...

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    Steve Sjugerjud of Stansberry Research says this is a game changer, He has been pushing Naspers for a while now......

  • Travis Johnson, Stock Gumshoe

    Yes, I expect it will probably help to finally close the discount to Tencent... though the fundamental driver will still...

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    Also an Alliance member. I bought nine of his China recommendations, actually NPSNY is South African but owns 40% of Ten...

  • Travis Johnson, Stock Gumshoe

    Interesting -- yes, the "this will be the biggest company in the world" pitch from Sjuggerud about Tencent has been roll...

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    Thanks for the clarification! You did discuss about Clean TeQ before, but I was initially unsure about Fairfax - whether...

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    Hi Travis, I see that you talked about possibly letting Naspers trigger a stop loss. What are your thoughts (recen...

  • Travis Johnson, Stock Gumshoe

    Good points, S.Africa is certainly a worrisome country, and changing the laws to somehow pressure Naspers is a meaningfu...

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    StockMidas, Thank you for the Naspers caveat. Any thoughts on how the SA government change(s) will effect the Ivanhoe (...

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    Naspers (the name derived from Nasional Pers, meaning National Media) hails from my native country, South Africa. With a...

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    As a subscriber to Sjuggerud's newsletters, he's definitely pushing KBA, and Ping An. Taking their advice, I have shares...

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    So we know about KBA and KWEB and Tencent, Naspers, BABA and BIDU. Do I want to spend $1500 to discover that the magi...

  • Travis Johnson, Stock Gumshoe

    I don't invest directly on the JSE. Interactive Brokers is the broker I most often use to buy direct on overseas exchan...

  • Travis Johnson, Stock Gumshoe

    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...

  • Travis Johnson, Stock Gumshoe

    The price per share being close for the ADRs is just a coincidence. Buy Tencent if you just want clear and unfiltered e...

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    I have been using robinhood and NPSNY is not available. How can i buy Naspers?...

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    both Naspers and Tencent have ADRs but the Naspers one, NPSNY, is more visible and liquid here, while the Hong-Kong-list...

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    we got into Naspers first because my reporter Harry Geisel is married to a South African born lady. then we bought Ten...

  • Travis Johnson, Stock Gumshoe

    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 ...

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    Isn't there a big country risk with South Africa ? The African Congress is passing a law that will take the land away f...

  • Travis Johnson, Stock Gumshoe

    Well, then they probably picked a better price :) I first owned Naspers and Tencent more than a decade ago, and fooli...

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    Naspers and Altius have been on my watchlist too. Your rationale gives me a better idea beyond the two newsletters I sub...

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    I have owned Naspers as a play on tencent for almost a year now - up 45% so far....

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    It's not Chinese , even worse it's South African,when the current free money bubble implodes they all go down in 6 month...

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    Does Naspers really own 1/3 of Tencent? If so, I would rather own Naspers because they are not a Chinese stock....

  • Travis Johnson, Stock Gumshoe

    Yep. Naspers essentially performs exactly as Tencent, since a third of Tencent is their primary asset....

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    Are u sure this is not Naspers?...

  • Travis Johnson, Stock Gumshoe

    That's reasonable as well, if you like the growth prospects -- it's just that buying through Naspers is so much cheaper ...

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    Travis --- instead of Naspers as a backdoor to Tencent why not buy TCEHY directly like I did this week for around $48+ ...

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    stansberry research made naspers pick of the year.The founder of Ten Cent s supposedly . never took salary just options...

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    I fell for the hype & subscribed to True Wealth lst week..u are correct in naming Ten Cent (TCEHY)& IPAY& Na...

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    Only China would have 700 million users of anything. It's Tencent. He also talks about a "backdoor" into the 1 tap app...

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    Naspers owns 34% of Tencent. It's may backdoor play on tencent...

  • Travis Johnson, Stock Gumshoe

    Yes, Naspers has offered great exposure to emerging market tech/media stocks for a decade or more -- the foundation (asi...

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    Not sure about the appetite of USA or other developed market players about a curved ball entry into Tencent. Naspers (N...

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