bearish
Softbank's Unspoken Problem: Oyo China Is Now "Default Dead"
386 Views13 Mar 2020 21:02
Oyo China is 'default dead' in our view, using the words of Paul Graham of Y Combinator. They just don't know it yet in our opinion.
Oyo's China...
SUMMARY
(Sign Up to Access)Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 3-minute read)
Discussions
(Paid Plans Only)
Price Chart(Sign Up to Access)
- Softbank Vision Fund Adding More Cash into Oyo in Reported Down Round, Avoid Softbank NAV Discount19 Mar 2020
- Another WeWork Debacle? More Trouble at Softbank's Vision Fund as Oyo Risks Down-Round04 Mar 2020
- Softbank Group: It Is Getting Harder to Have Confidence in Vision Fund27 Feb 2020
- Gravity Works As WeWork Doesn't; Now Plan B17 Sep 2019
x