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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Madharry who wrote (62168)	6/22/2019 9:02:11 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78469

re SFTBY - well the discount to NAV is huge (around 50%) and half of it is Alibaba, which ai think is a winner. Wework is part of the vision fund, which is only 15%, so even if Wework is worthless, it wouldn’t really matter that much. I agree with this discount it’s pretty worthwhile. group.softbank As far as ARM is concerned , their revenues were $1.84B last year with minimal growth (<1%), which probably means that this $32B buyout was a bust, ARM also sold 51% of their Chinese sub to an chinese IP company and I guess we can figure out what this means. SoftBank bets big and have some really big winner as well as losers, it seems. cdn.group.softbank