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New position: $PROSY/$PROSF
Today I started a new position in Prosus, a proxy for $TCEHY. This might not end up as a buy and hold forever play, but currently the Risk/Reward just looks too good in my opinion. 3% position, read more in my new Seeking Alpha Article

Seeking Alpha
Prosus Stock: Between Deep Value And Tencent's China Risk (OTCMKTS:PROSF)
Three months ago, I sold my Tencent position and since then the stock dropped 15%. Why do I now believe that PROSF could be a good investment? Read to find out.

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