SoftBank Group Corp. (SFTBF)

Why is this not hyped up? 51 billion cash on hand too? only 100 billion market cap? their hedge fund makes history every year for most $ made in Japan. Im perplexed, but as Buffet says "buy the inefficiency"

Other holdings include Softbank Corp. [ja], Softbank Vision Fund [ja], Arm Holdings, Fortress Investment Group, Boston Dynamics, T-Mobile US (24%), Alibaba (29.5%), Yahoo Japan (48.17%), Brightstar (87.1%), Uber (15%), Didi Chuxing (c. 20%), Ola (c. 30%), Renren (42.9%), InMobi (45%), Hike (25.8%), Snapdeal (c. 30%), Fanatics (c. 22%), Improbable Worlds (c. 50%), Paytm (c. 20%), OYO (42%), Ping An Insurance (7.41%),[127] Slack Technologies (c. 5%), WeWork (c. 80%), ZhongAn Online P&C Insurance (5%), Compass (c. 22%), AUTO1 Group (c. 20%), Wag (45%), Katerra (c. 28%), Cruise Automation (c. 19.6%), ParkJockey,[128] Tokopedia (Indonesia),[129] and many more companies

DD FOR GOAT OF 2021:

It'll go name, % owned, and valuation currently. Keep in mind this gem is valued under 130 bill

Alibaba- 24.9% - $ 146.99 bill

Uber - 13% - $ 12.58 bill

Doordash - 20% - $ 11.92 bill

Bytedance (tiktok) - can't find exact amount. Ranges from 3-37%, but research indicates position is worth well over 100 billion

Coupang - 3% - 2 billion

Didi - 20% - 60 billion. Side note is that DIDI gonna has possibility of being wrecked thanks to CCP. Softbank could get an over reaction from it. But the people selling are the ones that don't understand that DIDI is only one portion of the weight of softbank, not the whole shebang.

Overall, solid company, my biggest position behind google. Easily see this at a 400 billion valuation in 5 years and 1 Trillion by 2030 given that Alibaba itself can carry, all the others are just the icing on top. GLTA, and if you read all the way through, I appreciate ur thirst for knowledge

It's not just the Alibaba holding that is undervalued. Most people have no idea how intrinsic ARM chips are in phones, tablets, ultraportable laptops, industrial robots and now...cloud data centers...

Amazon Web Services launched its Graviton2 processors, which promise up to 40% better performance from comparable x86-based instances for 20% less. Graviton2, based on the Arm architecture, may have a big impact on cloud workloads, AWS' cost structure, and Arm in the data center.

Also, vastly, incomprehensibly undervalued is Boston Dynamics. Robots for search and rescue, fire departments, police departments, military, construction companies, security guards, military, medical...send in a robot into a quarantine zone, let it deliver medicine...it can climb stairs, open doorknobs, has temperature sensing cameras to detect fevers at a distance...then have it walk itself into a ultraviolet light booth to decontaminate itself. The possibilities are endless and relevant and they can do all this today. Right now. They can be mass produced this month.

Then there is Pepper for education and customer service, their automated cleaning robots, and dozens of other holdings that are built to do relevant and cutting edge business over the next 30 years.

Something very odd is going on with how people are evaluating the stock price in a "free market," "self correcting," "already priced in" model as it pertains to SoftBank. Their market cap is 82B. Their Alibaba stake ALONE is 128B. Add to that ARM (35B+++), Boston Dynamics (arguably the absolute top robotics company on the planet), the largest mobile carrier in Japan, Sprint and it's spectrum, one of the fastest growing hotel chains in Asia, and on and on.

People talk about the debt in some of their investments where they hold minority stakes, but that debt is structured to accrue to the company itself, not Softbank.

What is the rational explanation of this market cap?