Episode Details
Back to Episodes#61 | 3 Lessons from Prosus and Tencent | The art of capital allocation
Description
Prosus is one of the most misunderstood companies in Europe, a Dutch holding giant whose fortune is tied to Tencent, one of China’s most powerful tech empires.
In this episode, we unpack what happens when a great asset sits inside a complex structure, why the market discounts it, and what investors can learn from it.
Three timeless lessons on capital allocation, value, and patience, all hidden inside the Prosus–Tencent story.
Try our all-in-one investing terminal!
Research. Track. Compound. Your complete fundamental toolkit.
- A new company deep dive every 14 days!
- Professional investing tools
- Live company financials and KPIs
- Exclusive TDI-member community
- 24/7 live access to our personal portfolio's
- All our buys & sells
- And much more!
You can also find us on:
- X @DutchInvestors
- Substack @The Dutch Investors
- Instagram @The Dutch Investors
🎁 Proud partners of PDT. Save 15% on any PDT plan!
🎁 Proud partners of Fiscal. Save 15% on any Fiscal.ai plan!
Disclaimer:
Nothing in this podcast can be considered financial advice. This is for educational purposes only. We may hold positions in the businesses discussed. Do your own research.