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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Just Eat (JE/ LN): How Much Can Prosus Pay?
I have previously discussed that the purchase of Just Eat PLC (JE/ LN) is a strategic imperative for Prosus (PRX NA), more so than most, if not...
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Just Eat Plc Situation Looks Headed To Auction
Takeaway.com NV (TKWY NA) on the 20th of November launched an official Takeover Offer for Just Eat PLC (JE/ LN), changing the format of its deal...
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Just Eat (JE/ LN): From a Strategic Perspective Prosus Is the Best Buyer, It Should Pay More
Below I discuss the strategic imperative for Prosus (PRX NA) in buying Just Eat PLC (JE/ LN). In some ways, this note quantitatively addresses...
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New Prosus Offer Won't Take Away Just Eat
Late last year, erstwhile activist Cat Rock Capital (which owned about 2% of the company) sent the board of Just Eat PLC (JE/ LN) a letter saying...
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