Substack · Business Model Mastery · The Antifragile Investor
Prosus Stock Analysis: The Tencent Discount Is Funding Its Own Buyback
Prosus owns exceptional assets at a persistent holding-company discount. The question is whether operating improvements and aggressive repurchases can finally make that complexity work for shareholder
Since publication PRX.AS −5.5% α −5.7 pp vs AEX · EUR