“Ideas become part of who we are. People get invested in their ideas, especially if they get invested publicly and identify with their ideas. So there are many forces against…
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It seems that Softbank stock has been hated and misunderstood every day we’ve owned it – until recently, when Eric Savitz at Barron’s wrote a front-page story that could not have…
A client asked recently for my view on Japanese conglomerate SoftBank Group and its substantial investment in WeWork, whose CEO evidently has sold WeWork stock to buy properties in New York…
Masayoshi Son doesn’t do anything small nor does he do things in a simple way. A few months ago SoftBank Group announced that it would be raising $100 billion to…
I am about to go out on very thin ice. I am a value investor, but I’ll probably get banned from the value community for what I am about to…
Albert Einstein defined insanity as “doing the same thing over and over again but expecting a different outcome.” I can relate to this on some level. I share with you why I am not writing this from a mental asylum. I found solace in Stoicism.
February 2019 As I am sitting down to write about our Zurich to Nice trip, I simply don’t know where to start, with so many random thoughts and impressions that…
When we bought SoftBank a few years ago it was relatively unknown to most US investors. Some of our clients even thought it was a bank. Today Softbank is a…
Over the weekend I watched the documentary The Return of the Violin, and it had a tremendous impact on me. Watch it, even if you don’t care for classical music – this movie is so much more than its title implies.
What would you get if you crossed Warren Buffett, Richard Branson and Steve Jobs? Answer: Masayoshi Son, the Korean-Japanese, University of California, Berkeley–educated founder of one of Japan’s most successful companies, SoftBank Corp.