SoftBank: Why Masayoshi Son's Brainchild Could Be A Bargain AI Play
Investor Intelligence - En podcast af Finimize - Torsdage

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SoftBank owns a $230 billion portfolio filled with high-growth tech, telecom, and AI investments—including a majority stake in Arm. But despite its assets, the stock is trading at a steep discount to its net asset value. So, is this a rare value play - or a sign of deeper risks? In today’s episode, Finimize analyst Russell Burns breaks down SoftBank’s strategy, its bets on AI and semiconductors, and what that valuation gap means for investors. Try Finimize Pro