EBay to Sell Classifieds Business, A Valuation Close to US$10bn Seems Attainable
Following weeks of speculation, eBay finally announced on 21st February 2020 that it has been exploring potential value-creating opportunities for...
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JD.COM Accounting for Investments - Black Holes and Invisible Elephants- Inteqres ESG Bite
Following on from our analysis of Tencent and Alibaba's accounting for investments, we turn our attention to JD.com. We are concerned about the...
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Naspers & Prosus Vs Basket Spinoff Plus Four Months - Where Do We Stand?
The Naspers spinoff of Prosus this past summer was much talked about on Smartkarma. We got some things right and some things wrong. We got the...
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Naspers/Tencent/Prosus - Why Has the Discount Got Even Bigger!
The restructure, spinoff, and listing of Prosus was heavily featured on Smartkarma prior to the September 11th event. But where do things stand...
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StubWorld: Long The Look-Through On Naspers, In 2020
This week in StubWorld ... Further weakness this week in Prosus (PRX NA) has pushed the "look-through" discount to NAV from the view of ...
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