Mark Zuckerberg wants to look at Crypto Currencies in 2018
Prof. Damodaran has released his annual data update on > 40k companies
Jeremy Grantham sees the “risk” of a near term market “melt up”
UK Value Investor with an in-depth review on why he sold BP
Bloomberg article describing Masa Son’s (Softbank) unorthodox VC investment style
December Issue of Value Investor Insight (h/t Valueinvestingworld)
Plus a selection of the Top 10 Videos of a16z (Andreessen & Horowitz)
Another great reading: http://www.economist.com/news/finance-and-economics/21733988-property-yields-more-shares-and-bonds-investment-returns-outstrip-economic !
Maybe we should all move to real estate? And maybe someone ends up as Trump !!!
Will be interesting to watch if the Fortress acquisition by Softbank closes. There seems to be some “irregularities” around insider trading.
no, looks more like a griwth investor I would say….
would you consider to make a few posts in 2018 about general views of yours?
For example interest rates, spreads, accounting specialties, macro-economy, central banks, …
I think your readers would strongly benefit from this.
At least I have found your comments and writing regarding these things very insightful…
This Softbank guy has gotten way too much money to play with. Considering his profile, I do like some of his picks (e.g. ARM, Ola), but don‘t understand the math he uses. Definitely not a value investor 🙂
„In the past, Son focused on earlier stages of startups, as was the case with Yahoo! and the Alibaba Group.
In contrast, the new fund invests in startups as they start to show signs of success. The investment of this kind “has a high success rate but requires a huge amount of money,” Son said. “The scale of money itself is an important factor for the game.”
I think you could view it as a late stage, pre-IPO diversified active fund. With scale advantages and leverage.