Softbank Group
Why We Sold Softbank
To understand why we sold it, you need to understand why we bought it.We bought Softbank when it was an unknown company to US investors.
The Subtle Nuances of Softbank
It seems that Softbank stock has been hated and misunderstood every day we’ve owned it – until recently.
Softbank Will Succeed Even If Its WeWork Investment Doesn’t Work Out
My firm is not as big a fan of WeWork as Softbank's CEO, Masayoshi Son, and we have doubts about WeWork's ability to make money. We have watched Son make investment decisions for Softbank, and we believe he has integrity, intelligence, and follows a deliberate process.
What Would You Get if You Crossed Warren Buffett, Richard Branson and Steve Jobs? (Updated)
When we bought SoftBank a few years ago it was relatively unknown to most US investors. Some of our clients even thought it was a bank. Today Softbank is a daily staple in the business news.
SoftBank’s Big Plan For A Smarter Internet Is Brilliant
Masayoshi Son doesn’t do anything small nor does he do things in a simple way. A few months ago SoftBank ...
SoftBank CEO Masayoshi Son Banks on Exponential Growth
I am about to go out on very thin ice. I am a value investor, but I’ll probably get banned ...
The Conn’s Paradox, or the Synergy of Awful
I expected to see inverse synergy at Conn’s when we started analyzing it; after all, the company consists of two pretty awful businesses.
Buying Warren Buffett, Richard Branson and Steve Jobs at a Discount
What would you get if you crossed Warren Buffett, Richard Branson and Steve Jobs? Answer: Masayoshi Son, the Korean-Japanese, University of California, Berkeley–educated founder of one of Japan’s most successful companies, SoftBank Corp.
