SoftBank Is Trading Cheap, And That Could Be An Opportunity
One thing to know right off the bat is that SoftBank isn’t a bank at all: it’s an investment holding company with a massive $230 billion portfolio, mostly in AI, tech, and telecom. Some of its assets are publicly traded, but others are private. And at the center of it all is its bold and enigmatic founder, Masayoshi Son, who owns about a third of the company. Understanding him is essential to understanding SoftBank Group – and why it trades for so much less than its net asset value. For investors, though, the bigger question now is whether that discount is a red flag or an enticing investment opportunity. Let’s take a look.
Finimize analyst Russell Burns spent over 25 years in the financial services sector – at global investment banks in London and Tokyo, a Japanese hedge fund, and a special situations advisory company. Russell uses bottom-up and top-down fundamental analysis to identify investment opportunities, and technical analysis to help with market timing.
