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DGR also holds a position in SOLG (2nd or 3rd largest...

  1. 441 Posts.
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    DGR also holds a position in SOLG (2nd or 3rd largest shareholder if memory serves correctly.) Which I do not think is fully realised in its M/C.

    Also Naspers investment in Tencent remains one of the more interesting arbitrage examples. They invested $32m in 2001 and as of March this year they retained a 33% stake which was valued at 175bn (before a 10bn sell down) while Naspers itself only had a M/Cap of 125bn. The Tencent shareholding led to Naspers becoming the largest company in Africa by M/C.

    https://www.ft.com/content/bc5e63be-2dce-11e8-a34a-7e7563b0b0f4
 
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