SFTBY - SoftBank: Still 40% Of Upside Left

• SoftBank Group Corp. is one of the largest investment holdings in our hedge fund.
• We examine recent developments of its largest investment, Alibaba, and the corporate governance shakeup on top of its recent strong IPO investment gains.
• Our valuation method is the most accurate and relevant to SoftBank, which involves computing its 1-year target equity value while taking account of its yearly IPO investment gains.
• Even after accounting for a discount value in it stock for questionable corporate governance (Masayoshi Discount), we still see tremendous upside left for the company.

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