Ted Black on BCG value report, why Naspers is Tencent’s Oxpecker
In this article, Ted Black looks at how ROAMÂ interplays with the concept of Total Shareholder Return in light of the latest large-cap value, Naspers.
In this article, Ted Black looks at how ROAMÂ interplays with the concept of Total Shareholder Return in light of the latest large-cap value, Naspers.
Ted Black has attempted to make sense of Naspers through a ROAM (Return On Assets Managed) lens. His findings make for stomach-churning reading if you are a Naspers shareholder.
Looking at Naspers latest numbers, cash ROAM specialist Ted Black is reminded of Didata at the height of the dotcom frenzy in 2000.
In this article, the first of two, Ted Black links the ancient Greek storyteller Aesop with Randgold Resources and South Africa.