I bought some WeWork bonds with the intention of holding them to maturity. My thesis: 1) I believe the business is a good one on a per-location basis over medium term. 2) SoftBank is pot committed to success of it. 3) I distrust bandwagons and wanted to short this one.
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sounds like a fun stats arb trade. I like the idea.
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Yeah it's an interesting approach, why do I always hear that Saudi Arabia is involved with SoftBank? And then I hear other people say no it's Japan I've never really looked into it, and I'm always burned when I invest in Japan
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