Naspers
Discussed in 1 interview, pitched by students once.
Student pitches
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Spring 2014
Long Naspers
By Carter Roehl, George Taras and Luke Tashie
The market valued Naspers' stakes in Tencent and Mail.ru at more than the whole company, so the rest came free.
Interviews
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Fall 2021
Rudi van Niekerk
Desert Lion Capital
Rudi came from private equity and launched Desert Lion in 2019 to invest in South Africa. He covers capital allocation there, Naspers and Prosus, and the country's place in platinum-group metals.
InternationalPortfolio construction