- 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.
For further details see:
SoftBank: Still 40% Of Upside Left