Softbank G: We Company Deal Is Wrong on so Many Levels
Softbank announced it would boost its stake in We Company to 80% through the purchase of new and existing shares plus the contribution of its...
899 Views
Meituan (3690HK): Restaurant Review App, the Main Profit Source and Its Advantage over Alibaba
We believe Dianping, the restaurant review app, is the main source of Meituan’s profits. Alibaba Group Holding (BABA US) followed Dianping to...
709 Views
Softbank G: A Summer of Pain as Cornerstone Vision Fund Investments Falter
The holding company discount at Softbank Group has expanded to 47% as investor concerns on the Vision Fund expand. While it may seem that much of...
770 Views
WeWork Board and Softbank Battle CEO For Control
The Wall Street Journal broke news on Sunday that key board members at The We Company (WeWork) (WE US)are working to remove the company’s notorious...
687 Views
WeWork IPO: A Look at the Players in the Palace Coup Attempt
As news emerges that Softbank Group (9984 JP) has had enough and is now attempting to salvage The We Company (WeWork) (WE US)'s IPO, its reputation...
880 Views