South Africa: Naspers Approaches Its Existential Crisis

analysis

Naspers faces a pivotal moment; can it graduate from being a wild, somewhat haphazard, occasionally inspired tech investor to being a focused operator?

For such a huge company, Naspers has a peculiar problem similar to someone who just arrived at a new school from out to town. Who are they? Are they important? Who are their friends going to be? Should we just ignore them? Could they make the first team?

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