Podcasts about Naspers

In this week's market and economic wrap podcast, Trevor Garvin, Head of Multi-Management, discusses significant developments that have impacted global markets, such as the US and China's tariff cuts and how both countries have agreed to a 90-day pause and substantial tariff reductions, leading to significant gains in equity markets. On the domestic front, the rand strengthened to R18.32 against the US dollar, buoyed by improved global risk sentiment, and financial and industrial stocks surged, with Naspers and Richmont up 5%. Listen now to these and more updates. LinkedIn · YouTube

PSG's Schalk Louw runs us through the day's market moves, Tencents' results seeing a sell-off in Naspers and Prosus, today's local interest rate decision, inflation, the dollar, investor sentiment, and the gold price. SAfm Market Update - Podcasts and live stream

Stephen Grootes speaks to Alex Thomson, co-founder of Naked Insurance, about the challenges of starting a business in South Africa and how his company has secured funding from investors like Naspers to drive growth and innovation in the insurance industry. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to The Money Show podcast.Listen live - The Money Show with Stephen Grootes is broadcast weekdays between 18:00 and 20:00 (SA Time) on 702 and CapeTalk. There’s more from the show at www.themoneyshow.co.za Subscribe to the Money Show daily and weekly newsletters The Money Show is brought to you by Absa. Follow us on: 702 on Facebook: www.facebook.com/TalkRadio702 702 on TikTok: www.tiktok.com/@talkradio702 702 on Instagram: www.instagram.com/talkradio702 702 on X: www.x.com/Radio702 702 on YouTube: www.youtube.com/@radio702 CapeTalk on Facebook: www.facebook.com/CapeTalk CapeTalk on TikTok: www.tiktok.com/@capetalk CapeTalk on Instagram: www.instagram.com/capetalkza CapeTalk on YouTube: www.youtube.com/@CapeTalk567 CapeTalk on X: www.x.com/CapeTalk See omnystudio.com/listener for privacy information.

Join Portfolio Manager Meryl Pick as she unpacks the latest market developments:Prosus and Naspers stock drop – down nearly 8%, while Tencent fell only 4%. The Just Eat acquisition may have unsettled investors expecting a focus on profitability.What's the right valuation for food delivery? The market still debates whether Just Eat is a logistics company or a true tech platform.Sasol earnings down 30% – but free cash flow is improving. Could this indicate a recovery path?The big picture: What these moves signal for South Africa's market outlook.Thanks for listening! Follow us on Linkedin.

Join Portfolio Manager Meryl Pick as she unpacks the latest market developments:

Just Eat fue por derecho propio uno de los protagonistas del lunes. Los directivos de la compañía holandesa aceptaron la oferta que le hizo Prosus, la rama inversora de la compañía sudafricana Naspers. La oferta ha sido valorada en 4100 millones de euros. Esto supone valorar cada acción en 20,20 euros. Just Eat era un activo muy cotizado y valorado no solo por Prosus. De hecho en 2020, la compañía intentó hacerse con Just Eat haciendo una oferta de más de 6 mil millones de euros pero se le adelantó Takeaway.com. Ahora es Prosus la que adquiere por casi 2 mil millones de dólares menos lo que ofreció hace cuatro años. Lo cierto es que Prosus ha podido aprovecharse de las cuentas que ha presentado la empresa de comida a domicilio. Al cierre del último ejercicio, sus pérdidas fueron de 1645 millones de euros. En 2023, fueron de 1846 millones y en 2022 más de 5.000. Just Eat siempre ha achacado, como una de las principales razones a estas pérdidas, la operación desastrosa de Grubhub. Esta compra fue el intento de penetrar en el mercado estadounidense. La compañía holandesa adquirió esta plataforma de delivery en 2021 por 7300 millones de dólares. Solo un año después ya consideraba la venta de esta plataforma debido sobre todo a las presiones de su inversor Cat Rock Capital, para que se centrara en el mercado europeo. Además, las polémicas se multiplicaron en Estados Unidos. Dentro de la larga lista de polémicas, destaca sobre todo la demanda de Josh Saphiro, que denunció que la empresa no revelaba adecuadamente los precios de los alimentos pedidos en su web. Otra de las llamativas fue cuando anunció en 2022 códigos descuentos para comidas gratis en Nueva York. Pronto el sistema se colapsó y los trabajadores denunciaron que la empresa no le había avisado con el tiempo suficiente. Además, siempre han tenido una fuerte rivalidad con Uber. Just Eat fue fundada por el experto en e-commerce Jesper Bruch, que en 2000 creó una de las empresas más grandes de e-commerce del mundo. Solo nueve años más tarde se convirtió en la plataforma de pedidos de comida más grande del mundo. Ahora la compra por parte de Prosus podría activar los mecanismos antimonopolio de la Unión Europea. Hay que recordar que Prosus ya controla el 28% de Glovo a través de Delivery Hero. ¿Echarán por tierra la operación los reguladores europeos?

Henco Kruger bespreek die markaanwysers, en Theo Vorster, medestigter van Galileo Capital, gesels oor die wisselkoers asook Naspers en Prosus se nuwe hoogtepunt. Volg RSG Geldsake op Twitter

Henco Kruger lewer die markverslag, en Bernard van Wyk, hoof van navorsing en fondsbestuur by Kruger Internasionaal, bespreek Naspers en Prosus wat die beurs opbeur, asook volgende week se arbeid- en inflasiesyfers. Volg RSG Geldsake op Twitter

The Johannesburg Stock exchange is encouraging South Africans to check whether they may be eligible to claim dividends which currently stand at approximately four-point-five Billion rands. This as over 300-thousand South Africans are eligible to claim dividends from Companies such as Old Mutual, Sasol and Naspers. Sakina Kamwendo spoke to the Director of Marketing and Corporate Affairs at the JSE, Vuyo Lee

Stephen Grootes speaks to Ervin Tu, CEO of Naspers & Prosus about their approach to balancing short-term goals with long-term imperatives in the intelligent age, and how AI is transforming its businesses at WEF 2025. In other interviews, Donald Valoyi, co-founder and CEO of Zulzi, chats about his entrepreneurial journey, innovations in e-commerce, and how South African businesses can compete with international players.See omnystudio.com/listener for privacy information.

Stephen Grootes speaks to Ervin Tu, CEO of Naspers & Prosus about their approach to balancing short-term goals with long-term imperatives in the intelligent age, and how AI is transforming its businesses at WEF 2025.See omnystudio.com/listener for privacy information.

Our guest this week is Hendrik du Toit, CEO and co-founder of Ninety One Asset Management, which is dually listed in London and Johannesburg, South Africa, and was formerly known as Investec Asset Management, founded in 1991. In addition to running Ninety One, Hendrik is on the board of Naspers and its European subsidiary, Prosus, which is a cornerstone investor in China's Tencent. He has served on the Leadership Council of the Sustainable Development Solutions Network, a United Nations initiative, and is a public figure in his native South Africa and in the United Kingdom. Hendrik holds degrees from Stellenbosch University and Cambridge. Hendrik, thanks so much for joining us on The Long View.BackgroundBioNinety One Global Strategy Fund – Global Environment Fund IX Acc GBPNinety One Global Sustainable Equity I Acc GBPNinety One Emerging Markets Local Currency Debt Fund A Accumulation USDNinety One GSF Emerging Markets Local Currency Debt C Acc USDNaspersProsusSustainability and ESGNinety One's Sustainability and Stewardship Report“Ninety One Becomes First SA Asset Manager to Sign Onto Net Zero Asset Managers Initiative,” ebnet.co.za, July 26, 2022.“Ninety One CEO Hendrik du Toit on Asset Management and Green Investing,” Bloomberg TV video interview, Bloomberg.com, Sept. 24, 2024.Other“New Draft Rules Targeting In-Game Spending Wipe Billions From China's Tech Giants,” by Wayne Chang and Laura He, cnn.com, Dec. 22, 2023.Nubank

In this episode, Sundar Subramanian shares his experiences managing large-scale systems. He highlights lessons learned from supporting global customers, tackling drift detection, and balancing self-service flexibility with enterprise-level compliance.Sundar Subramanian is the Executive Vice President and General Manager of Infrastructure Management at Progress. In his role, he leads by setting a vision, elevating his team to address complex customer challenges across DevOps, DevSecOps, application performance monitoring, full stack observability and network and security operations. Over his career, he has built, scaled and sold SaaS products, including leading AthenaHealth's platform teams and serving as VP of Products at Citrus Payment Solutions, acquired by Naspers. Sundar also served as VP for Kaseya, where he built multiple cross-functional teams charged with driving the company's revenue growth, and he was the Director of Product Management at Salesforce, after co-founding a startup company Salesforce acquired.Sundar holds a Master's in Computer Science from Drexel University and a Bachelor's in Electronics Engineering from the University of Mumbai.‍

Stephen Grootes speaks to Dr Martyn Davies, former member of the World Economic Forum's Global Agenda Council on China about the US allegations that Tencent is working with the Chinese military, sparking an 8% plunge in Prosus and Naspers shares. In other interviews, Bronwyn Williams, Partner at Flux Trends, explores the struggles of Fourways Mall, which is facing significant vacancies, and its owners' decision to sell other assets to keep the mall afloat, sparking a broader conversation about the shift from shopping malls to online retail.See omnystudio.com/listener for privacy information.

Stephen Grootes speaks to Dr Martyn Davies, former member of the World Economic Forum's Global Agenda Council on China, about the US allegations that Tencent is working with the Chinese military, sparking an 8%+ plunge in Prosus and Naspers shares.See omnystudio.com/listener for privacy information.

Henry Biddlecombe – Head: Asset Management, AG Capital SAfm Market Update - Podcasts and live stream

Nosipho Radebe speaks to Mudiwa Gavaza, Tech Journalist at Business DaySee omnystudio.com/listener for privacy information.

 US equities have continued their winning streak following Donald Trump's victory in the US election. Concerns remain around the long-term impact of this election outcome, particularly for emerging markets. Local equities started the month of December strong, lifted by Naspers' positive results earlier in the week. However, GDP data disappointed on Tuesday, which led to a reversal of equity gains. South Africa's growth prospects remain vulnerable to various factors, but we remain cautiously optimistic about the improving outlook. Thanks for listening! Follow us on Linkedin.

Naspers strategy to keep growing as one of the world's largest technology investors is the focus of this edition of Business Day Spotlight. Host Mudiwa Gavaza is joined by Fabricio Bloisi, CEO of Naspers and Prosus. Topics of discussion include: the group's strategy in areas such as artificial intelligence; capital deployment; scaling up its businesses; and the place of SA in its portfolio. Business Day Spotlight is a MultimediaLIVE Production.

Nico Marais, finansiële hoofbestuurder by Prosus gesels oor hulle finansiële resultate. Volg RSG Geldsake op Twitter

Stephen Grootes speaks to Group President and Chief Investment Officer of Naspers and Prosus, Ervin Tu about Naspers' financial results, which saw a 74% increase in core headline earnings, driven by significant growth in e-commerce profitability and a strong performance from Tencent.See omnystudio.com/listener for privacy information.

Tonight's BizNews Briefing dives into global tensions as Biden greenlights Ukraine's use of US missiles against Russia, raising concerns about World War III. Also featured: We Buy Cars' strong results, Clem Sunter's war scenarios, NASPERS' trading update, and the impact of food safety regulations on township businesses. Plus, get insights on PPC's progress and Neil de Beer's take on ANC dynamics.

  Market Overview Crypto Surge, Gold Decline: Bitcoin rallies as investors shift from gold to crypto. Gold hit a recent high of $2,800 but is now pulling back, possibly towards $2,300-$2,400. Central banks continue to buy gold as a hedge against U.S. dollar dominance and geopolitical risks. [caption id="attachment_43623" align="aligncenter" width="849"] Gold | Weekly | 13 November 2024 Rand Weakness: The ZAR weakened above 18 to the dollar, driven by strong U.S. dollar demand amidst market volatility. South African Rand overshoots due to its high liquidity, making it vulnerable to sharp moves. Trump's Impact on Crypto Market speculation suggests Trump may be crypto-friendly, unlike the current SEC chair Gary Gensler, known for his strict regulatory stance. Potential shifts in the regulatory landscape could benefit cryptocurrencies, particularly Bitcoin. Simon holds Bitcoin and advises caution: ensure crypto is stored in a hardware wallet for safety. Bitcoin | Weekly | 13 November 2024 Local Telco Sector: Vodacom & MTN Both companies struggle with weakened African currencies like the Ethiopian Birr and Egyptian Pound. Profits are impacted when converted back to ZAR. Despite attractive dividend yields (MTN ~4%, Vodacom ~5.6%), Simon remains bearish, highlighting high capex demands and sector challenges. Raubex: Construction Sector Bright Spot Strong results from Raubex, showing resilience in a struggling sector. Diversification into renewable energy and mining operations boosts performance. Simon notes it as one of the few quality construction plays left, alongside Afrimat. Consumer Market Struggles Updates from AVI and BidCorp indicate persistent weak consumer demand, despite optimism from a possible government of national unity. Inflation has eased, but consumer spending remains subdued as households repair balance sheets. Retail updates show mixed results: Truworths reported disappointing numbers, while The Foschini Group* performed better. Tencent Results Tencent posted strong results, though it did not significantly boost Naspers or Prosus stock prices. The market reaction was muted despite the solid performance. Final Thoughts The market remains volatile, with significant moves in crypto, gold, and the Rand. Simon advises a cautious approach, with a focus on quality stocks and long-term plays. Remember: be kind and look out for others. Kindness is rule number one. Simon Brown * I hold ungeared positions. All charts by KoyFin | Get 10% off your order 00:00 Market Overview: Crypto vs Gold 02:50 The Trump Effect on Gold and Crypto 06:01 The Future of the Rand and Emerging Markets 08:55 Sector Analysis: Vodacom, MTN, and Raubex 16:02 Consumer Trends and Company Updates gg  

Phuthi Mahanyele-Dabengwa, South African CEO, Naspers speaks to Bongani Bingwa about how Naspers is equipping SA's unemployed youth in digital skill training.See omnystudio.com/listener for privacy information.

Speaking to Alec Hogg on the BizNews Briefing podcast this morning, Peter Armitage from Anchor Capital discussed the banking sector's recovery amid changing interest rates, highlighting improved investor confidence and economic stability in South Africa. While banking shares are up significantly, Armitage cautioned against complacency, emphasizing the delicate balance between optimism and potential market corrections. His insights also touched on the cautious movement of international investors and the challenges facing major companies like Naspers and Tencent.

In this morning's episode of the BizNews Briefing podcast with Alec Hogg, Steven Hurwitz of 36One Asset Management weighs in on Naspers' new CEO Fabricio Bloisi's 100-day statement. While AI-driven innovations and improved profitability are promising, Hurwitz emphasizes that Naspers' performance remains heavily dependent on its largest asset, Tencent.

In today's BizNews NewsWrap, we bring you the latest highlights, from Russia's BRICS summit to the resurgence of South Africa's banking sector. Tune in for expert insights from Peter Armitage on SA market optimism, Steven Hurwitz on Naspers' unusual 100 day trading update, and mining maven Peter Major on Anglo American and Sasol. We also dive into RW Johnson's thought-provoking analysis on whether African states should receive veto power in the UN Security Council. Catch all this and more on BizNews.com, TV, and Radio!

In der heutigen Folge von „Alles auf Aktien“ sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über den Höhenflug bei Flugtaxiherstellern, Teslas Zahlen-Dilemma und ein Luxus-Deal für die Formel 1. Außerdem geht es um Joby Aviation, Archer Aviation, Eve Holding, Ehang, Lilium, Toyota, Levi Strauss, Microsoft, Nvidia, Apple, Alphabet, Tesla, Nike, LVMH, Tencent, Adidas, EMQQ Emerging Markets Internet ETF (WKN: A2JR0G), Partizipationszertifikat auf Solactive GenerativeAI Techn. Perf. Index (WKN: SY6BB0), Alibaba, Meituan, Tencent, PDD Holding und JD.com., Trip.com, Netease, Baidu, Billibilli, Mercadolibre, Nu Holdings, Kaspi, Sea Ltd und Naspers. Wir freuen uns an Feedback über aaa@welt.de. Ab sofort gibt es noch mehr "Alles auf Aktien" bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. Außerdem bei WELT: Im werktäglichen Podcast „Das bringt der Tag“ geben wir Ihnen im Gespräch mit WELT-Experten die wichtigsten Hintergrundinformationen zu einem politischen Top-Thema des Tages. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

In his keynote session at BNIC#1 in Hermanus, Piet Viljoen reflected on both good and bad investments, emphasising how bad investments can cause significant losses, while "Lollapalooza" outcomes—extremely profitable investments—are rare but attainable. He suggested inverting investment strategies, avoiding bad decisions, and seeking undervalued opportunities like energy stocks or South African equities for potential Lollapalooza returns, highlighting past success stories like Naspers and Nvidia.

'n Nuwe verslag deur Naspers en die Mapungubwe Institute for Strategic Reflection het onthul Suid-Afrika se digitale platform-ekonomie kan teen 2035 91,4 miljard Suid-Afrikaanse rand tot die ekonomie bydra. Die uitvoerende hoof van Naspers Phuthi Mahanyele-Dabengwa lig die transformerende potensiaal uit van digitale platforms en voorspel bruto binnelandse produkgroei van 0,02-persent in 2022 tot 1,38-persent teen 2035, wat 'n aansienlike ekonomiese groeivooruitsig is:

Stephen Grootes speaks to Phuthi Mahanyele-Dabengwa, CEO of Naspers SA, about the company's groundbreaking report revealing South Africa's e-commerce sector will create 340,000 new jobs over the next decade.  In other interviews on this episode of The Money Show, "Dr. Andrew Golding, CEO of Pam Golding Property Group, Shares Optimistic Outlook on South Africa's Housing Market. And more…  See omnystudio.com/listener for privacy information.

Stephen Grootes speaks to Phuthi Mahanyele-Dabengwa, CEO of Naspers SA, about the company's report revealing the vast potential of South Africa's e-commerce sector to generate 340,000 new jobs over the next decade.See omnystudio.com/listener for privacy information.

The growth and profit strategy SA's largest listed group takes centre stage in this edition of the Business Day Spotlight. Host Mudiwa Gavaza is joined by Ervin Tu, president and chief investment officer at Naspers and Prosus. Topics of discussion include: the group's road to profits; investment philosophy; development of media businesses; AI opportunities; factors affecting valuations; and the group's strategy for growing across its portfolio. Business Day Spotlight is a MultimediaLIVE Production.

Chantal Marx from FNB Wealth and Investments discusses PPC's return to profitability and Naspers's doubled profits, emphasising Tencent's influence. Steven Joffe, CEO of Invicta, reports strong results despite challenging trading conditions. George Kolbe from Momentum Life analyses the Retail Life Insurance 2023 claim statistics.

Suid-Afrika sal vanjaar 600 dollarmiljoenêrs verloor. Vrae oor die Naspers-baas se R330 miljoen uitbetaling, terwyl werkers afgedank en koerante gesluit word. Kan die ANC met kleiner partye 'n nuwe regering saamstel, sonder die DA?

 Ervin Tu, interim CEO of Naspers &  Prosus takes Bruce Whitfield through the company's financial results and also discusses management changes of the group as it welcomes a new chief executive.  Futurologist and Independent Scenario Planner Clem Sunter and  Co-Founder at Retroviral Mike Sharman speak to Host Bruce Whitfield about one thing they would implement that would have a multiplier effect through the economy and what that would practically look like in this day and age  Ghaleb Cachalia, a Former DA MP and Public Enterprise Spokesperson, speaks candidly with Host Bruce Whitfield about how GDP isn't an accurate measure of the improvement of the plight of the disadvantaged and impoverished and to share more of his thoughts. Worldwide supplier of cutting-edge customised development and selection solutions for people, groups, and organisations. Based on their comprehensive suite of digital psychometric resources, they develop and provide state-of-the-art products that certify and assist a global community of Practitioners with an emphasis on organisational transformation. Nicole Sorrell, co-founder and global director of Lumina Learning, speaks with host Bruce Whitfield to provide further context.  See omnystudio.com/listener for privacy information.

Wilhelm Hertzog, portefeuljebestuurder by Rozendal Partners gesels oor Naspers en Prosus se winste. Volg RSG Geldsake op Twitter

Ervin Tu, interim CEO of Naspers & Prosus takes Bruce Whitfield through the company's financial results and also discusses management changes of the group as it welcomes a new chief executive.See omnystudio.com/listener for privacy information.

In hierdie episode gesels Ernst en Louis oor die nuwe privaat brandweer wat AfriForum in Bloemfontein gestig het, asook Media24 se beweerde planne om die druk van Beeld en Rapport stop te sit.Die Podlitiek-span bestaan uit Ernst van Zyl, Louis Boshoff, Arno Roodt en Frederik van Dyk.

Fady Abdel-Nour, General Partner at Antler, and Jeremy Au, talked about three main themes: 1. Naspers & Ontario Teachers' Pension Plan Learnings: Fady shared his career path, starting in investment banking during the peak financial markets of 2007. He then transitioned to Ontario Teachers' Pension Plan, focusing on long-term and solution capital investments. There, he led Ontario Teachers' first private deal in China with Ganji and worked on JD.com. Later, at Naspers, he specialized in FinTech, leading investments and M&A, particularly in payments and alternative lending in India, Brazil, and Indonesia, with notable investments including PaySense (acquired for close to $200 million), and a digital mortgage company in Brazil (valued at $4 billion during its last round). These experiences helped Fady develop a keen understanding of the importance of strategic geographical diversification in investment. 2. Antler Partner ($285M AUM) Outlook: Fady was impressed by founder Magnus Grimeland's rapid scaling of Antler and helped launch the Elevate growth fund that closed at $285M USD. Fady discussed the current favorable conditions for deploying capital, noting that while there are fewer opportunities compared to 2020 and 2021, the quality has significantly improved. He highlighted a reduction in less promising ventures, making the market more attractive for serious investors. He also was optimistic about the market's potential to improve and attract international investors, e.g. Japanese investors increasingly exploring Southeast Asia. 3. India vs. China vs. Southeast Asia VC: Fady discussed that China is becoming less investable to global LPs due to geopolitical tensions, while India continues to show rapid innovation and strong domestic and global business potential. He explained how he sees diverse markets in the region with significant growth potential, e.g. Indonesia and Singapore which are emerging as FinTech hubs with companies like PayPal and Stripe establishing a presence, thus creating a fertile ground for new ventures. Jeremy and Fady also talked about his reflections on moving from larger organizations to a more entrepreneurial setting, China's leading role in digital transactions, and the rise of digital adoption in different markets. Watch, listen or read the full insight at https://www.bravesea.com/blog/fady-abdel-nour Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/blog/fady-abdel-nour-id 观看、收听或阅读全文，请访问 https://www.bravesea.com/blog/fady-abdel-nour-cn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://chat.whatsapp.com/CeL3ywi7yOWFd8HTo6yzde TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Join us at the startup conference Echelon X! We have 30 exclusive complimentary tickets for our podcast listeners. Sign up and use the promo codes BRAVEPOD or ECXJEREMY to claim your free tickets now!

Het Reddit-leger stuwt niet alleen de beurskoersen van ingedutte bedrijven omhoog, gesprekken van dat leger zijn nu ook geld waard. Het forum van Reddit wordt namelijk gebruikt door OpenAI, dat gaat die data inzetten om ChatGPT te trainen. Dat Reddit-leger was een paar jaar geleden nog verantwoordelijk voor de Gamestop-hype. En deze week lijkt die digitale tulpenmanie weer terug van weggeweest. De Nederlandse Netflix-concurrent Videoland blijft mogelijk toch in Nederlandse handen. Het Belgische DPG probeert de eigenaar van Videoland te kopen, maar de ACM wil nog geen toestemming geven. Dan naar een waarschuwing afkomstig van een van de machtigste bestuurders van de Europese Centrale Bank, Isabel Schnabel. Zij denkt dat het bij één renteverlaging blijft. Historisch, zo noemt China de maatregelen die het neemt om de eigen vastgoed sector uit het slop te trekken. Gaat de overheid nu eindelijk echt doorpakken, zoals beleggers hopen? Het verdienmodel van Meta en Alphabet is aan het wankelen gebracht. In het geval van Meta omdat Brussel een onderzoek opent, het zoveelste, deze keer vanwege het verslaafd maken van kinderen. En Google staat onder druk omdat het voor het eerst in z'n bestaan een echte concurrent heeft. En dus helpt het eigenhandig - maar wel noodgedwongen - het verdienmodel om zeep.See omnystudio.com/listener for privacy information.

Anglo-American vs. BHP Group Anglo-American rejects BHP Group's offer, unveils its own restructuring plan. Anglo-American to divest De Beers, Anglo-American Platinum, coking coal in Western Australia, and reduce spending on UK fertilizer businesses. Focus on high-quality iron ore and copper assets. Discusses shareholder likelihood of accepting Anglo-American's plan over BHP Group's offer. Discussion on lab-grown diamonds and potential impacts on the market. Market Insights Tencent's positive results impact Naspers and Prosus. NASDAQ and S&P close at all-time highs. Analysis of South African market trends, influenced by gold stocks, Naspers, Prosus, Richemont, and Rand strength.   [caption id="attachment_42112" align="aligncenter" width="849"] Top40 close 15 May 2024[/caption] Discussion on upcoming elections' market impact. NHI bill signed, causing sell-off in healthcare stocks. US imposing more tariffs on China, strategic implications discussed. Company Highlights Positive financial results from Calgro M3* and Raubex. Calgro M3 reports good numbers, discusses share buybacks and future prospects.   [caption id="attachment_42113" align="aligncenter" width="849"] Clagro M3 close 15 May 2024[/caption] Raubex impresses with strong financial performance, diversification strategies. Preview of forthcoming corporate earnings announcements and economic data releases. Notable events include Richemont*, Palo Alto, Netcare, Astral, Famous Brands, Coronation, UK and US inflation data, FOMC minutes, and Nvidia results. * I hold ungeared positions. Simon Brown

欢迎收听雪球和喜马拉雅联合出品的财经有深度雪球国内领先的集投资交流交易一体的综合财富管理平台，聪明的投资者都在这里。听众朋友们大家好我是主播匪石，今天分享的内容叫做腾讯为什么会跌这么多年，来自大刚008。腾讯是很多人关注的股票，具有极其强大的护城河，相关的产品及竞争优势，回顾腾讯这几年的股价历程，我们发现，假如你从2017年下半年开始持有腾讯的股票，直到现在将近7年的时间，你的收益将是一无所获。那么原因是什么呢？我主要从关注的几点来谈谈腾讯的过去和未来走向。首先我们需要搞明白腾讯为什么会下跌？2021年2月，也就是2020年业绩出来的时候，腾讯的股价达到了顶峰738元，之后三年的时间里腾讯的股价就一直在走下坡路。有意思的是，从2017年下半年到现在，腾讯的股价恰好以2021年2月为轴形成了两边恰好对称的走势。那么在这个时间节点，到底发生了什么呢？首先是2021年2月7日，国务院反垄断委员会制定发布《国务院反垄断委员会关于平台经济领域的反垄断指南》，强调《反垄断法》及配套法规规章适用于所有行业，对各类市场主体一视同仁、公平公正对待，旨在预防和制止平台经济领域垄断行为，促进平台经济规范有序创新健康发展；其次在反垄断调查的时候发生了大股东减持，2021年4月7日，Naspers控股子公司再次减持腾讯控股，且此次减持金额将超千亿港元，减持价将较腾讯控股4月7日收盘价折价5.5%，减持完毕后Naspers将不再控股腾讯，持股比例从30.9%降至28.9%；而就在一年之后，2022年6月27日，Naspers发布公告称将开启一项长期、开放式回购计划，用以提高集团每股资产净值，回购资金将通过Naspers集团有序小幅出售腾讯公司股票获得；最后我们从营收的角度看腾讯的股价，可以看出来，腾讯的营收经过了2个阶段的增速下滑：2018年，营收增速从48%下跌到16%，在2020年重新升到了29%，但在之后的三年里营收增速从未达到这样的高度。从2021年开始到22年，营收增速下滑至负数，2023年开始回升到了现在的10%左右。因此营收增速目前看是比较难的，因为体量大了很多，增长也会越来越困难。同样从利润增速来看，腾讯的净利润经历了两阶段的下跌，但目前增速已经恢复，呈现出一个明显的U字形。2018年从30%跌到了13%，2020年重新恢复到了30%，2021年跌到了负数，目前重新增长到30%。回看过去，是为了预知未来，看过过去几年腾讯的股价表现，腾讯到底还值不值得拥有？从我们谈到的以上几点因素看，现在哪些情况发生了变化？首先关于平台经济的反垄断问题，现在基本不提了；其次是大股东的减持，目前还仍在继续坚持，不知道到何时才会结束；最后关于腾讯的业绩，目前U型反转已经到来，假如2023年是触底反弹的话，2024年就是关键的反转年，如果利润增速还能保持在15%-20%的体量，那么就说明依然有着强劲的实力。所以，关键还是看利润增速能否保持。

Radu are o istorie de peste trei decenii în antreprenoriat. Și este unul dintre pionierii români în tehnologie. A fondat aproape 40 de companii. 24 au eșuat. Unele, au fost parte din tranzacții de prima pagină: vânzarea RAV către Microsoft, a unei companii de plăți către Naspers, a Vector către Fitbit.  E co-fondator și președinte al Seedblink, prima platforma de crowd-investing din Europa Centrală și de Est. Seedblink a mobilizat aproape 350 milioane euro pentru 250 de companii din 15 țări. Aveți peste 2.200 de companii listate. Și investitori din 50 de țări. Într-o notă mult mai personală, cred că ești unul dintre cei mai pozitivi și fericiți oameni pe care-i cunosc. Iar intenția este să vorbim azi despre trei lucruri: Despre cum „citește” momentul actual în investiții și startups. Despre principiile de strategie pentru Seedblink. Și despre propria ta filozofie de muncă și viață. **** Acest podcast este susținut de Dedeman, cea mai mare companie antreprenorială, 100% românească, ce crede în puterea de a schimba lumea prin perseverență și implicare, dar și în puterea de a o construi prin fiecare proiect - personal sau profesional, mai mic sau mai mare. Dedeman promovează inovația, educația și spiritul antreprenorial și este partenerul de încredere al The Vast&The Curious aproape de la început. Împreună, creăm oportunități pentru conversații cu sens și întrebări care ne ajută să evoluăm și să devenim mai buni, ca oameni și ca organizații.  **** Podcastul Vast&Curious este susținut de AROBS, cea mai mare companie de tehnologie listată la Bursă. E o companie românească, fondată acum 25 de ani la Cluj de antreprenorul Voicu Oprean. AROBS este astăzi o companie internațională, cu birouri în nouă țări și mai mult de 1.200 de oameni și parteneri în Europa, Asia și America.  AROBS crede într-o cultură a implicării, a evoluției continue și a parteneriatului pe termen lung.  **** Note, un sumar al conversației, precum și cărțile și oamenii la care facem referire în podcast se găsesc pe andreearosca.ro Pentru a primi noi episoade, vă puteți abona la newsletter pe andreearosca.ro. Dacă ascultați acest podcast, vă rog lăsați un review în Apple Podcasts. Durează câteva secunde și ne ajută să îmbunătățim temele și calitatea și să intervievăm noi oameni interesanți. 

On today's episode, Kyle talks to Dede Eyesan about investing outside of your home country and what you need to research to improve your circle of competence, why China, India, and Japan have some interesting businesses and which sectors might produce the next outperformers, the strength of monopoly type businesses when searching for outperformers, the characteristics of outperformers that are least difficult to try to identify, interesting insights into iGaming and IT consulting industries, and much, much more! Dede Eyesan is the Chief Investment Officer of Jenga Investment Partners (IP). Jenga IP is a fund specializing in allocating capital to public and private companies on a global scale. They own businesses in countries such as Finland, Poland, China, Mexico, the U.S., Australia, Sweden, Kazakhstan, and France. He authored Global Outperformers: A decade study of the top performing global listed companies (1,000% in 10 years) IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro. 02:54 - The primary reasons for China's lower shareholder returns. 06:12 - Potential value chains in India that Dede finds interesting. 10:20 - Insights into Indian markets, governance issues, and regulation. 14:03 - Why consumer electronics is interesting in India, but not a good business model in most other geographies. 18:04 - The importance of good economics and competitive advantage in finding outperformers. 19:51 - Why monopolies like Airports of Thailand and Texas Pacific Land Corporation made good investments. 26:14 - Insights into two South African companies that are still high quality in Karooooo and Naspers. 34:44 - Why iGaming has low barriers to entry but high barriers to success. 34:55 - Why uncertainty can punish a business's valuation. 44:37 - Dede's outlook on his latest acquisition, GoFore, and why he likes IT consulting. 56:59 - Evolution Ab's competitive advantage and growth forecast. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Jenga Investment Partners (IP) Global Outperformers. Learn more about Jenga Investment Partners here. Read Jenga IP's detailed research here. Learn more about the Berkshire Summit by clicking here or emailing Clay at clay@theinvestorspodcast.com Follow Kyle on Twitter and LinkedIn. Check out all the books mentioned and discussed in our podcast episodes here. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: River Toyota Fidelity Wise NetSuite NDTCO Shopify TurboTax Babbel Fundrise Vacasa HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices

Arthur Goldstuck, founder and CEO at World Wide Worx on how China's policies are impacting Tencent and Naspers.    Andrea Semple, founder of Andrea's topiary's creations was our Friday file. She spoke about the inspiration behind her flower business. See omnystudio.com/listener for privacy information.

Basil Sgourdos, CFO at Naspers on their half-year financial results.  Evan Walker, portfolio manager at 36ONE Asset Management on Black Friday sales for 2023 being disappointing.   David Shapiro, chief global equity strategist at Sasfin, Kokkie Kooyman, executive director & portfolio manager at Denker Capital and Piet Viljoen, portfolio manager at Counterpoint Value Fund pay tribute to Charlie Munger, Warren Buffett's trusted confidant, who died today at age 99.See omnystudio.com/listener for privacy information.

Overview: Today, we're going to explore TymeBank - the South African neobank. We'll discuss the story across  the following areas: African & Nigerian banking context TymeBank's launch, early history, growth over time & fundraising Product & monetization strategy Competitive positioning & potential exit options Overall outlook. Companies discussed: TymeBank, African Rainbow Capital (ARC), MTN, Kuda Bank, Chipper Cash, FairMoney, Carbon, Discovery Bank, Branch, Pick N Pay, TakeAlot, Commonwealth Bank of Australia, Bank Zero, Naspers & NuBank Business concepts discussed: International expansion, Startups and Distribution, Deposit banking, International expansion, Data sovereignty, Conversation highlights: (00:30) - TymeBank context (08:15) - Context of African Banking  (24:20) - TymeBank founding story (52:20) - Fundraising (55:01) - Growth and geographical expansion (1:20:03) - Product & Monetization  Strategy (1:50:08) - Competition and options for Exit (2:00:33) - Bankole's  overall thoughts and outlook (2:10:38) - Olumide's overall thoughts and outlook (2:15:00) - Recommendations and small wins Olumide's recommendations & small wins: Interested in investing in Africa Tech with Olumide: Read about Adamantium fund & contact me at olumide@afrobility.com. Founders looking for funding: If you're a B2B founder working on Education, Health, Finance or food, please contact me for funding at olumide@afrobility.com Checkout my FIREDOM book = FIRE (Financial Independence, Retire Early) + Freedom = personal finance and financial independence book. Website, Read: Substack Newsletter & Buy: Print, eBook or Audiobook) Recommendation: AI 2041: Ten Visions for Our Future (Kai-Fu Lee): Great book about the potential of AI told across 10 stories Recommendation: Dangote (song by Burna Boy). Incredible song Recommendation: Good Bad Boy (song by Lil Kesh). Catchy and smooth chorus. With a deeper meaning about searching for companionship  Small win: I was in NYC book launch for FIREDOM Book launch. Dope. Bankole's recommendations & small wins: Recommendation: Plunder by Brendan Ballou - A book on the excesses of Private Equity. PE is an example of well-intentioned policy having (unintentional?) downstream impact. Recommendation:  Business Breakdown Podcast on Mobile Gaming: The uneven distribution of paying customers in mobile gaming reminds me of emerging market telco companies Small win: Quest 3 Headset! VR is coming along nicely. Other content:  TymeBank Holdings 2022 Financial Statement & Substack on the history of Tyme Global Listeners: We'd love to hear from you. Email info@afrobility.com with feedback! Founders & Operators: We'd love to hear about what you're working on, email us at info@afrobility.com Investors: It would be great to link up with you. Contact us at info@afrobility.com Join our insider mailing list where we get feedback on new episodes & find all episodes on Afrobility.com

00:26 | ByteDance nearing Meta revenue?!- ByteDance nearly reaching Meta-level in quarterly revenue; Meta $28.6b vs ByteDance $24.5b- Cash flow +$6.8b in Q1, profit of $2.7b, cash reserves at $30.4b- ByteDance has current secondary market valuation of $211b, Meta has a $820b market cap- Mutual funds (e.g. Fidelity) are valuing ByteDance much higher vs other players in the private markets- ByteDance is undervalued due to US regulatory concerns?- Tiktok US is not a big part of ByteDance revenue but is a focus for future growth08:50 | Wegovy/Ozempic's impact on society- Wegovy, Ozempic help people stop eating ... appears reduces desire for other impulses; smoking, alcohol, etc- Walmart earnings call highlighted people taking drugs bought less food- Highlight the impact emerging pharma and biotech companies can have on society, potential for major cultural shifts- CEOs are discussing weight loss drugs on earnings calls and their impact on financials- Early-stage life sciences companies get acquired by larger pharmaceutical companies due to regulatory overhang16:42 | FTX creditors made whole via Anthropic- $8.9b total missing in FTX bankruptcy owed to creditors, $7.3b recovered to date- FTX invested $500m into Anthropic at a $4.0b valuation, FTX led the Series B- FTX Anthropic stake worth $3.0b to $4.5b after Anthropic announces its recent round at a $20b to $30b valuation- FTX Anthropic investment/gain could make all FTX creditors whole- Several pre-IPO companies have corporate venture divisions their investments could mean a huge positive impact to corporate valuations … Naspers is a great example … 46% ownership of Tencent, up 9,200% in last 20 years with almost the entire net asset value of the company coming from its Tencent investment