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