asterisk2a + softbank   9

ARM chip designer to be bought by Japan's Softbank
ARM-Who? //&! 43% premium // - One key question is whether other firms will let SoftBank purchase ARM or if there will be a bidding war. Apple, arguably ARM’s most important client, and Intel, which lost the mobile chip war to ARM, are both potential buyers. The offer is already a generous multiple. As the FT notes, it’s some 70 times ARM’s net income last year. That’s around the same price-to-earnings ratio as Facebook stock. //&! politicians grasping for a positive headline - - &! &! << calling a takeover/M&A an investment is criminal. Softbank will extract value out of it for its shareholders. What else?! &! Labeling Softbank as a japanese company; &! Vince Cable worried - &! :: M&A is not investment, stupid! misleading people.
M&A  SoftBank  Capital  shareholder  value  shareholder  capitalism  dividends  smart  phone  IoT  profit  maximisation  profit  maximization  equity  bubble  distortion  hunt  for  yield  ARM  Venture  Capital  ROI  Tories  nasty  party  Conservative  technological  unemployment  research  R&D  productive  investment  Intel  Apple 
july 2016 by asterisk2a
What Uber and Airbnb Are Up Against in China - YouTube
- China specific leader for business, native boots on the ground! - min 9 - // playbook is different from country to country, and very different from western world to asia or Africa or Latin America! because of very different consumer, culture, regulation, politics, ... --- need local partners! period. experienced boots. and lots of handshakes.
Uber  China  linkedin  AirBnB  SoftBank  Asia  expansion  global  trade  playbook  scale  scaling 
august 2015 by asterisk2a
SoftBank President's investing advice - YouTube
playbooks different in Asia ... than in western world. lots of different barriers and execution problems. local entrepreneurs will give a good run/fight for their money - uber/airbnb ...trying to crack asia. // & &
SoftBank  Nikesh  Arora  growth  round  Snapdeal  Silicon  Valley  AirBnB  Uber  China  Asia  GrabTaxi  Rocket  Internet  Coupang  Alibaba  India  Flipkart 
august 2015 by asterisk2a
SoftBank's hired gun takes high road to ownership | Considered View | Breakingviews
SoftBank’s hired gun is taking an unusually straightforward route to ownership. Recent recruit Nikesh Arora is investing 60 billion yen ($483 million) in the Japanese tech group’s shares. It’s a refreshing alternative to the stock-based pay schemes that are the norm for SoftBank’s Silicon Valley rivals. A strong show of confidence may also help the ex-Googler push through some of his more adventurous ideas.
SoftBank  Nikesh  Arora 
august 2015 by asterisk2a
Fear Trumps Greed in Silicon Valley as Some Venture Firms Hedge - Bloomberg Business
[... high ops cost associated w SF/Palo Alto ... fancy office (and expensive (rarefied) developers from Google or Facebook) in SF as a sign of success while burning +2m per year at least with no cash flow in sight ... and with all consumer products being free and hoping to finance themselves in the future with advertising ... ] Some VCs are urging their companies to build a rainy day fund to ensure their survival. [...] It’s a constant battle deciding whether to invest in a potentially lucrative deal, said Philadelphia financier Rudy Karsan: “Greed versus fear.” [ Softbank Capital just last week came out publicly with a shift in strategy, to invest now ONLY in proven winners, at slightly premium to get in (and with preferred liquidation preferences in writing), &focus resources on those portfolio companies ... than to compete in a crowded, distorted, muggy, in transparent, very speculative (with lots of ifs and luck and bet on CEO to execute well) A-, B- (and C-Round) market. ]
Silicon  Valley  burn  rate  runway  cash  flow  cash-is-king  hunt  for  yield  distortion  ZIRP  NIRP  QE  growth  round  SPV  war  for  talent  Private  Market  Private  Equity  Hedge  Fund  Mutual  Fund  bubble  USA  Fed  Taper  asset  bubble  asset  allocation  Angel  Investor  Seed  business  model  advertising  VC  Venture  Capital  Greed  FOMO  bubble  speculative  bubbles  speculative  speculation  SoftBank  Capital  IPO  NASDAQ  A  Unicorn  Decacorn  termsheet  liquidation  preferences  exit  strategy  M&A  acquisition  acquihire  acqui-hire  business  cycle  business  plan  business  investment  business  confidence  consumer  confidence  leverage  debtoverhang  irrational  exuberance 
july 2015 by asterisk2a
Alibaba Surges in New York Trading Debut After U.S. IPO - Bloomberg
IPO had no lock-up. + Alibaba structure is stet-up like a conglomerate that is organised under one shell (alibaba group & jack ma). People buying into its Chinese market share and margins. Nothing else as of now. ... until it goes wrong ... worms coming out of the woodwork. + +!+!+ "Want to know who’s cashing-in on Alibaba’s IPO? Well, Yahoo has sold off almost $9 billion worth of its stock in Alibaba, founder Jack Ma has sold off $867 million, and its largest shareholder, SoftBank, has sold off $0, according to a report from Bloomberg Businessweek." -
Alibaba  IPO  Yahoo!  SoftBank  Jack  Ma 
september 2014 by asterisk2a
At Alibaba, the Founder Is Squarely in Charge -
Alibaba, a company started out of Mr. Ma’s apartment in 1999, is now a technology colossus worth more than American stalwarts like eBay and Hewlett-Packard. Under his leadership, Alibaba has become not just the dominant force in China’s e-commerce but also a symbol of the country’s breathtaking economic rise. The company has 250 million active buyers in China, and its orders account for more than 60 percent of all package deliveries in China. [... Discussing the business structure ie Cayman Island entity & V.I.E. and risks for shareholders ...] +++ Most members of the group declined to comment. In an interview, Mr. Shen defended such deals, explaining that Mr. Ma had formed a circle of trust, something common in Chinese business. +++ Analysts say that forging alliances with the government is a vital part of doing business in China. Companies see it as a way to improve their chances of securing approvals and licenses. +++
Alibaba  China  e-commerce  ecommerce  commodity  business  commoditization  Jack  Ma  Amazon  scale  scaling  IPO  Taobao  AliPay  Jerry  Yang  Yahoo!  SoftBank  transparency  accountability  ownership  structure 
september 2014 by asterisk2a

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