No qualifying author-owned investment thesis was confirmed in this post.
no investment thesis
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Prosus stock is now down 14% YTD and Tencent is down 12%. Addressing the recent market events as well as the Prosus CEO’s letter to shareholders:
https://lotsofvalue.substack.com/p/prosus-update-020726
You can read the initial (very detailed) analysis here:
https://substack.com/home/post/p-186918804