SoftBank and Arm – Arm’s off.
Arm looks to be off the table. The reorganisation of Arm that was announced last month (see here) has been cancelled in what I think...
Arm – Back to basics.
A return to the public market is now more likely. Arm’s restructuring is either signalling a rapid return to the stock market or no return...
SoftBank – The family silver pt. II
Timing of a vaccine is critical. With the departure of Jack Ma and the completion of the Sprint, T-Mobile merger, SoftBank will sell down its...
SoftBank – Viral pin.
SoftBank will emerge better and stronger. It is the realisation it overpaid for many of its portfolio investments that is causing SoftBank so much difficulty...
SoftBank – Fire sale?
SoftBank is likely to have to sell more assets. SoftBank is in an increasingly tight spot as many of its portfolio companies are in trouble...
SoftBank – The family silver.
The sharing economy is in meltdown. I think that it is extremely unlikely that SoftBank will become insolvent but a continued decline in confidence in...
Cash scramble – Greenback King.
Great bargains to be had. The US dollar has become the most desired monetary instrument surpassing traditional safe havens like US Treasuries and even Gold...
SoftBank – The domino effect
ERRATUM: Corrects previous version which incorrectly stated that SoftBank has $2.8bn in cash (Q4 19) when the correct figure is $35.9bn. SoftBank goes into cash...
Airbnb – Perfect storm
No IPO but no chapter 11 either. The perfect storm of a large ramp in spending just as the Coronavirus kills its bookings are going...
About Me
Richard is founder, owner of research company, Radio Free Mobile. He has 16 years of experience working in sell side equity research. During his 11 year tenure at Nomura Securities, he focused on the equity coverage of the Global Technology sector.
Airbnb – Irrational effervescence.