*Rough* math is that the $60 billion in Vision Fund common is down roughly 12% or $8 billion given a 7% guaranteed return to the $40 billion in preferred *depending* on timing/mechanics of capital calls. The Nasdaq is up ~50% over the same time frame.https://www.wsj.com/articles/softbank-expects-nearly-17-billion-loss-on-tech-focused-vision-fund-11586781142 …
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Replying to @GavinSBaker
He's lost it all and made it all back before many times. Jury's still out.
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Replying to @Molson_Hart @GavinSBaker
And that’s why he was able to raise a $100B. But look at the sheer volume of crap they invested in, many won’t recover and he’s not VC laying 100 bets hoping 5-10 pay off.
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Replying to @STKMTN82 @GavinSBaker
That and he's a sales grandmaster. Elon level. Where do I find the full list? Was it him or the Indian guy he tapped as his successor doing this investments. Agree with you, from what I saw, they are beat.
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Replying to @Molson_Hart @GavinSBaker
Full list of investments? Not sure, http://visionfund.com/portfolio is what I have book marked but not sure if it's the full list. Regardless if it was him or successor, he should have exercised some level of oversight especially with the large investments
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Thanks. There are some pretty impressive companies in there.
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