What Trump Means for Tech
As the dust settles after the US presidential election, we look at the medium-term investment implications of a Trump presidency for technology...
359 Views
Softbank Result in Line; Looking to Become the Berkshire Hathaway of the Tech Industry
Softbank reported in line second-quarter fiscal 2016 (quarter-ending September 2016) results with revenue up 0.2%, operating profit up 3.5% and net...
249 Views
ANIMAL SPIRITS™ REPORT: Korea Equity Strategy - Overweight as Earnings Hit the Sweet Spot
Investment Conclusions - Tactical View (3-6 Months) Animal Spirits has an "overweight" stance on Korean equities. Animal Spirits suggested...
360 Views
ARM Holdings: Softbank's "Android" - A Key Investment in Its Future.
We recently visited ARM Holdings in Cambridge and came away with a better appreciation of the time scale that Masa has alluded to (it is a...
334 Views
New Era of Softbank-Samsung Partnership? Son Met Lee Jay-Yong
What should we make of this meeting between Samsung's Lee Jae-yong and Softbank's Son? The timing of their meeting is so interesting. In fact, they...
335 Views