SoftBank The Next Berkshire Or Valeant?

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Mark Melin
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Updated on

SoftBank has an odd relationship with Uber. At one point SoftBank bought shares directly from the ride-sharing company at a $68 billion valuation, then tendered shares at a $50 billion valuation. But for AB Bernstein analyst Chris Lane, this dichotomy isn’t a concern about investing in SoftBank and its Vision fund. The tech soothsayers in Japan know exactly what they are doing with ” the Berkshire Hathaway of Tech” and will prove it with this investment, Lane thinks. [timeless] Is SoftBank “the Berkshire Hathaway of Tech?” The value of an investment is not only based on what’s happening regarding the…

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Mark Melin is an alternative investment practitioner whose specialty is recognizing the impact of beta market environment on a technical trading strategy. A portfolio and industry consultant, wrote or edited three books including High Performance Managed Futures (Wiley 2010) and The Chicago Board of Trade’s Handbook of Futures and Options (McGraw-Hill 2008) and taught a course at Northwestern University's executive education program.