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Technology Stocks : Softbank Group Corp

SFTBY 70.68

-5.3%

3:32 PM EST

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To: bobkansas who wrote (1622)	9/10/1999 8:29:00 PM
From: Robert Sheldon	Read Replies (1) of 6020

SFTBF now at $400 a share. Amazing. There should be additional reason to be amazed . . . My investment thesis was, and is, as follows: 1) I purchased at a 30% discount to a sum of parts valuation (both public and private components reviewed). Now it is closer to parity, but the private components were measured very conservatively. 2) Masayoshi Son is a quality manager with a proven record as an investor in the emerging Internet economy. 3) Due to its prowess, the company has been able to buy into businesses that no one else can. For example, witness the MorningStar minority stake. . . . there are many other reasons . . . 4) The company will be one in a handful of global, full service, financial services institutions in the next five years. It is point number 4 that is most important to me. Points 1-3 make the speculation of point 4 worth waiting for. This company is truly an uncovered jewel.

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