Naspers ($NPSNY) and Prosus ($PROSY) may provide significant asset plays given their exposure to Tencent ($TCEHY) at what appears to be a significant discount. We also go over another one of Nick Sleep's letters.OUR DISCORD-Punch Card Investing Discord: https://discord.gg/yjNa2MSuCsSHAMELESS CLONER MERCH-Check out the "Shameless Cloner" mug and other merch designed by Karan: https://karan-gurnani.creator-spring.com/SUBSCRIBE TO OUR CHANNELS-Investing with Tom's Channel: https://www.youtube.com/c/investingwithtom-Stock Compounder - Brad Kaellner's Channel: https://www.youtube.com/c/BradKaellner​​-Karan Gurnani's Channel: https://www.youtube.com/c/KaranGurnani​​-Investing with Frank's Channel: https://www.youtube.com/channel/UC7DSlY4iWJrLb2ShSOpBHbw-Jack Duffley's Channel: https://www.youtube.com/c/JackDuffley​​#valueinvesting​​​ #investing​​_________________________________________________Disclaimer:This channel, and any communication stemming from it, while hopefully informative, should not be taken as financial or legal advice. Viewers should retain their own legal counsel or financial expert(s) before making their own decisions. If you need legal advice, please contact an attorney directly. If you need financial advice, please contact a licensed professional advisor. You should assume any links posted above are affiliate links.