Softbank: Twilight of an Empire
The Generalist
00:00
Softbank Needs to Rebuild Credibility in China
Softbank is estimated to have 35 billion in cash on hand, with more that can be made available. It has started shedding some of its considerable Alibaba stake - painful given current price. Despite the frigid market conditions, semiconductor company ARM is expected to test public markets within the next year. Softbank needs to build a management team for the long term; this will require genuine buy-in from Sun himself. If Softbank wants to continue investing at or near its previous scale, rebuilding credibility in the US is vital.
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