Softbank Group: It Is Getting Harder to Have Confidence in Vision Fund
The Wall Street Journal has published an article saying Vision Fund head Rajeev Misra waged a frankly bizarre campaign to sabotage potential...
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MUFG GRABbing at the Chance to Serve ASEAN’s Unbanked
In our Smartkarma Originals Insight on Ride Hailing last year, we articulated our view as being sceptical of the ability of pure ride hailers to...
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Uber and Lyft – So About That Wonderful New Path to Profitability
We have long been sceptics about Uber and Lyft’s assertions that operating leverage would allow the companies to become profitable. After the very...
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What Do Two Recent Online Food Delivery Deals Say About Meituan-Dianping's Valuation?
In this note we look at two recently announced (but yet-to-close) transactions in the online food delivery space in order to get a sense of Meituan...
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Softbank Group: Tech Upside Trumped by Sprint, WeWork and Vision Fund 2 Worries
The Financial Times reports that one of Softbank Vision Fund's top managing partners in the US has resigned citing concerns about internal issues...
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