Coupang - Outstanding 2019 Results
Coupang, the largest e-commerce player in Korea, had outstanding results in 2019, which were released today. Its sales have also been exploding...
485 Views
Softbank Group: Vision Fund Bankruptcies, WeWork Lawsuit as Discount Hold Steady
Softbank shares now trade at a 54% discount to fair value, a slight improvement from 56-57% last week as shares have moved up slightly on an...
491 Views
WeWork Bonds in Peril As Softbank Abandons Equity Tender
Softbank Group (9984 JP) has withdrawn its nearly $3 billion tender offer for The We Company (WeWork) (WE US) equity, which I have valued as...
482 Views
Softbank Group: US Exposure in Three Acts - Sprint, WeWork and Vision Fund's Public Portfolio
Mixed news coming out of the US for Softbank as the T-Mobile/Sprint deal closes, word starts to spread that the WeWork minority buyout won't...
353 Views
Softbank Group: OneWeb Bankruptcy Is First of Many but This One Is Not Virus-Related
Softbank-backed low-earth orbit (LEO) satellite operator OneWeb has filed for bankruptcy, the first of the Vision Fund companies to go down that...
294 Views