
The Hunt Begins: Another World Another Trophy?
The jungle heat... it reminds me of Yautja Prime. But this jungle is teeming with something far more valuable than blood: potential. Word reaches my thermal vision – a 'Prosus' a hunter from a distant land speaks of a $100 billion prize in this 'India'. A worthy challenge if I do say so myself. "If it bleeds we can kill it," right? Even if 'it' is a balance sheet.
Echoes of China: Déjà Vu All Over Again
This Prosus speaks of a 'Tencent' a beast they tamed long ago in 'China'. Seems they're hoping to repeat the hunt. Investing $10 billion now eyeing a $100 billion... or even half a trillion! Ambitious. It is just like targeting Arnold Swarzenneger!
Prime Targets: PayU Meesho and the Swiggy Feast
PayU Meesho Swiggy... these are the names that shimmer in my heat vision. Prosus has already sunk its claws into them. And now whispers of 'IPOs' a ritual where these companies offer themselves as prey to the masses. Intriguing. I like to watch my prey closely before making the final strike.
Local Markets: Empowering the Prey?
This hunter Bloisi speaks of 'local markets' investing in 'local companies'. Foolish sentimentality. A true hunter relies on skill cunning and superior weaponry – not some misplaced sense of fairness. But maybe this is part of the Hunt. "No time to bleed."
Ecosystems: A Jungle of Interconnected Prey
Ecosystems... Like Microsoft Uber or Google? I have seen it all hunter or prey. They are not just one product. They have one product that enables cross sell and technology shared between many other adjacencies. That's what they are doing. Prosus seeks to create such a tangled web ensnaring unsuspecting customers in a sticky trap of convenience. Clever. But is it enough?
European Gamble: Just Eat Takeaway – A Delicious Diversion?
Ah a side quest! Prosus seeks to devour 'Just Eat Takeaway' in Europe. Bloisi is 'optimistic' about regulators. I am not sure. Sometimes the regulators are stronger than Predators. Maybe maybe not. The Hunt never ends.
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