Read a lot of poor poor poor but everyone should be aware that SoftBank can't just sell the stake like that. The reason why the discount is so large is simply that SoftBank cannot sell its stake so easily without crashing the share price. If supply enters the market, the price falls and the fact that the largest shareholder would give up parts of it doesn't make it any better. This is not to say that they won't make good money but what is clear is that when they sell shares they have to take a discount. The company itself is constantly making mistakes Nvidia Vision Fund and more. You will probably make money but at 70% probably less than the MSCI World over 7 years. The biggest minus is that they are Japanese. Not that I have a problem with that but the national currency yen eats up tons of money
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@topicswithhead They have no interest in selling their ARM shares. I described in my article what they are planning to do with ARM.
The Vision Fund makes mistakes, I also mentioned that. But there are also great success stories (Alibaba, Sprint/T-Mobile). However, as I also mentioned, a reorientation towards AI and chips is now beginning.
I do not agree that Japan itself is the biggest negative. The yen will not continue to depreciate forever, as interest rates will either be raised slightly in Japan or lowered again in the US and Europe. Then the yen will rise again. However, if they build up a new chip business and export them abroad, they will even benefit from the depreciation of the yen. Since companies and the government are pulling together and investment activities in Asia are focusing more on Japan again, I don't see Japan as a problem at all, but rather as an opportunity.
The Vision Fund makes mistakes, I also mentioned that. But there are also great success stories (Alibaba, Sprint/T-Mobile). However, as I also mentioned, a reorientation towards AI and chips is now beginning.
I do not agree that Japan itself is the biggest negative. The yen will not continue to depreciate forever, as interest rates will either be raised slightly in Japan or lowered again in the US and Europe. Then the yen will rise again. However, if they build up a new chip business and export them abroad, they will even benefit from the depreciation of the yen. Since companies and the government are pulling together and investment activities in Asia are focusing more on Japan again, I don't see Japan as a problem at all, but rather as an opportunity.
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