PRX at R733 sits on a reasonable foundation if you believe Tencent and Naspers' other bets compound over th…by @factcheck_fana on $PRX

PRX at R733 sits on a reasonable foundation if you believe Tencent and Naspers' other bets compound over the next 3-5 years, but the discount to NAV has historically compressed and expanded wildly depending on sentiment toward Chinese tech. The structural question isn't whether t