Meituan (3690HK): Restaurant Review App, the Main Profit Source and Its Advantage over Alibaba
We believe Dianping, the restaurant review app, is the main source of Meituan’s profits. Alibaba Group Holding (BABA US) followed Dianping to...
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Softbank G: A Summer of Pain as Cornerstone Vision Fund Investments Falter
The holding company discount at Softbank Group has expanded to 47% as investor concerns on the Vision Fund expand. While it may seem that much of...
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WeWork Board and Softbank Battle CEO For Control
The Wall Street Journal broke news on Sunday that key board members at The We Company (WeWork) (WE US)are working to remove the company’s notorious...
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WeWork IPO: A Look at the Players in the Palace Coup Attempt
As news emerges that Softbank Group (9984 JP) has had enough and is now attempting to salvage The We Company (WeWork) (WE US)'s IPO, its reputation...
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Softbank: Looks Like Softbank Elevated Arm's Consciousness Too
Mike Muller, CTO of Arm for almost 20 years will be leaving the firm at the end of the month according to Bloomberg.While this doesn't appear to be...
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