#61 | 3 Lessons from Prosus and Tencent | The art of capital allocation

Описание: 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.


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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.