SoftBank Group (OTCPK:SFTBY) shares have sunk to new lows of late, on negative news flow around its deteriorating investments (WeWork, Uber, etc). The severe pessimism on Softbank has, I believe, created an opportunity for investors - shares now trade at the largest disparity to underlying value I have seen since I first began following the stock post-GFC. While I do acknowledge the bear case around Softbank's investment process has merit, I believe shares currently offer more than enough margin of safety at these levels.
Following the 2Q reset, analyst models have likely already