Food for Thought #20 // Links🔗

This time the most interesting content I stumbled over includes: value factor vs value investing, drivers of value creation, twitter, section 230, Farfetch, Bitcoin, regrets, L’Occitane, Sberbank, …

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Softbank Group: Do I Want to Buy More, Hold or Sell?

SoftBank Group (SBG) reported its earnings results for FY2019 on Monday (May 18, 2020), including record losses — mostly driven by adjusting the value of its investments like WeWork and Uber, downwards. Son announced another share buy back program and that SoftBank would invest in startups on its own, since finding outside investors for SVF sequels is unlikely. Time to update my sum-of-the-parts valuation…

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