In The Press

As published by Sanlam Glacier on 17 Sept, 2021 by Pieter Hundersmarck Admitting defeat on a share is psychologically difficult. It helps to have a process of reviewing and selling when your original thesis changes. The disposition effect relates to the tendency of investors to sell assets...

As published in Business Day on 22 Aug, 2021 by Pieter Hundersmarck The wide-ranging crackdown across e-commerce, music streaming, food delivery and gaming have damaged China’s – until now – world leading technology sector. U.S. technology companies are watching with delight.   The clumsiness of the crackdown was...

As published in Business Day on 23 June, 2021 by Pieter Hundersmarck Overshadowing any operational result from Naspers and Prosus is the increasing concern around capital allocation and management incentives that have destroyed shareholder value for over a decade. These concerns, along with the cross-shareholding and...