Whether Naspers can solve what appears to be a structural issue is questionable
It is evident that whatever the strategy of Bob van Dyk it is not delivering the expected outcomes to investors
Koos Bekker’s decision to buy a 46.5% stake in Tencent in 2001 for $32m will go down as one of the best investments of all time and one that has single-handedly changed the landscape of the SA investment industry.
The company has evolved from a little-known messaging platform to one of the largest technology companies in the world with a business that has interests in just about every part of the internet ecosystem in China as well as global interests through gaming, media and its nearly $300bn investee portfolio. ..