Yahoo Japan: Something Is Better Than Nothing?
When we last looked at Yahoo Japan (4689 JP), our main concern for the company was its long-term growth prospects or the lack of thereof. ZOZO Inc...
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Yahoo Japan Partial Tender for ZOZO 2: Trade Profitability/Return/Residual Risk
In Yahoo Japan Partial Tender for ZOZO. Pro-Ration and Arb Grids published the morning of the announcement I looked at the possibilities of...
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Seven & I Digital Setback as 7Pay Suffers Stillbirth Due to Management Bungling
Seven & I Holdings' (3382 JP) image as Japan’s most trusted retailer was severely tarnished this summer. In July, the launch of its mobile...
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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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Zozo: What Are the Downside Risks Post-Tender Close?
Yesterday in our initial commentary on the announcement of Yahoo Japan (4689 JP)'s tender offer for 50.1% of ZOZO Inc (3092 JP) we were somewhat...
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