In this episode of the podcast, Naspers CEO Bob van Dijk returns to the show, this time with Naspers Ventures CEO Larry Illg, to talk about the group’s global technology investments and strategies.
Van Dijk, who spoke on the podcast last week with letgo co-founder Alec Oxenford, talks about Naspers’s investment philosophy, the sort of businesses it’s looking to invest in and whether he thinks the group could strike gold again like it did when it invested in China’s Tencent.
Illg then talks about his background, why he joined Naspers and some of the investments that Naspers Ventures has been involved in.
Van Dijk and Illg offer their views on the Chinese, Indian and South African markets and the opportunities for Naspers in those countries.
And Van Dijk talks about Naspers’s plans to (possibly) list some operations in other markets, in the process reducing its exposure to the JSE and further reducing the discount in the group’s valuation relative to the value of its stake in Tencent.
Could Naspers list pay-television subsidiary MultiChoice separately as part of this process? Van Dijk talks to this and more in the podcast. Don’t miss it!
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