Tech value quick world tour 2# Japan
#Softbank #SFTBY #Zholdings #Rakuten #Zigexn
emergingvalue.substack.com/p/tech-value-q…
#Softbank #SFTBY #Zholdings #Rakuten #Zigexn
emergingvalue.substack.com/p/tech-value-q…
1-Softbank . Giant holdco trading at a discount 
2-Zholdings. Building the Wechatpay+Alibaba of Japan?
3-Rakuten write up by valuepunks
@WhiteFalconCap and @dengusa
Under appreciated transition? and great underlying asset
@WhiteFalconCap and @dengusa
Under appreciated transition? and great underlying asset
5-Niche company to discover on my substack. no full write up available.
If you like share!
Next up I will cover AFRICA.
PS:I will also do a $PYPL earnings and quick write up as a 10 year holder of PayPal in my family account because I see too much wrong stuff written on it.
If you like share!
Next up I will cover AFRICA.
PS:I will also do a $PYPL earnings and quick write up as a 10 year holder of PayPal in my family account because I see too much wrong stuff written on it.
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