저자: 이용재TIP · 한국인
요약 보기
결론: 손정의 소프트뱅크 비전펀드는 대규모 실패 상태이며, 향후 전망도 어둡다는 취지의 영상. [비전펀드 실패 주장] 비전펀드 자금의 상당 부분이 잘못 투자되어 대부분 손실이 났다고 주장. 원금 대비 잔존 가치가 10분의 1 이하라는 주장과 절반 이하라는 주장이 혼재되어 있어 수치가 일관되지 않음. [자금 구조 주장] 사우디 국부펀드(PIF) 등에서 받은 자금은 순수 투자가 아니라 연 9~10% 확정 수익 성격의 사실상 차입이라고 주장. 발표된 것과 실제 구조가 다르다는 취지. [투자 방식 비판] 벤처캐피털식 소액 다수 투자와 펀드식 대규모 집중 투자 방식을 설명하며, 비전펀드는 검증되지 않은 초기 기업에 감정적으로 과도하게 투자했다고 비판. 인도 등 생소한 지역 투자, 택시·차량 공유 분야(DiDi 등)와 중국 기업 투자 실패도 언급. [주가·자산 매각 관련] 소프트뱅크 주가가 절반 가까이 하락했고, 주가 부양을 위해 자산 매각과 자사주 매입을 추진했으나 코로나 팬데믹 등으로 실행되지 못했다고 주장. [출연자 전망] 향후 손정의 관련 투자는 회수(수익 실현) 외에는 사실상 어렵다는 부정적 전망. 알리바바 등 기존 보유 지분 매각 정도만 가능하다는 취지. [주의] 자동 자막 오류가 많아 발언 일부는 맥락이 불명확하며, 수치(17%, 10% 등)는 신뢰도가 낮음. [대상 자산 예측] 직접적인 1~3개월 가격 방향 예측 발언은 확인되지 않음. 소프트뱅크는 대상 자산 목록에 없어 채점 대상에서 제외.
다듬은 글
Hello, this is Lee Yong-je Tip from the Wise and Intelligent Broadcast. Today is Monday, May 18, 2020, at 1:20 PM Eastern Time. As I mentioned a few days ago, today I will focus on SoftBank Ventures' Masayoshi Son’s Vision Fund. We will discuss how to invest. As for Son, he is one of the most well-known figures among Koreans.
Don't call him a "Korean diaspora"—though he actually can't speak Korean, so calling him a diaspora is a bit of a stretch. I don't know if he likes kimchi or bulgogi, but since he can't speak Korean, it just means he has Korean blood mixed in. Actually, it is a bit difficult to call him a diaspora. However, if someone like him succeeds abroad, it is good for us Koreans, right?
It is good for the nation. Still, since he is a major figure in Japan, we will take a look at the overall picture of SoftBank Ventures, and then examine how he invested in Billionaires and Billionaires within the Vision Fund. Massa Yo c. If we analyze the karma of the wish while thinking about the phones, first of all, the Saudi Arabian Prince MBS is enjoying himself here.
Now, regarding MBS's immediate death, the Odi throne invested in this Vision Fund to change Saudi Arabia's economic structure centered around that cucumber. However, that Saudi Arabian Prince MBSE, although you are a clone, also created something strange—something like Newon City—and while dreaming of a king, he invested as if the Vision Fund were invincible.
But the result is invincibility; I will focus today on the fact that this SoftBank Vision Fund, which is indefinitely destroyed, is completely shattering everything. And in the next broadcast, I will discuss the Saudi Prince's failed policies and the current draft situation of the Odi. This is also related to the Dula, and looking at how much harm a leader's foolishness causes to the people and the nation, I will return today and speak about the karma of the senior leader, specifically the fund, by taking it out of the middle.
The Vision Fund is also in the literature If you say it's borrowed dollars, that's a huge amount of money. Even SoftBank, despite shaking up with cash, doesn't have the borrow today. Because of the name of So-Cheong, especially regarding the paper on So-Cheong, it's just a notification. I mean, maybe he invested in Jack Ma and was talking about hitting the jackpot in China.
This person was incredibly popular and was considered great, but his mouth has been a bit of a fund issue, completely tarnishing his name. I predict that it will be difficult for most senior witnesses in the future. For example, regarding those Vision Fonts, the borrowers were formed today, and they invested massively without any policy.
They hired strange people, like those from India or something, and engaged in factional infighting. As a result, out of that 101-year Vision Font, the 7 tip 1 ion was brought in—meaning 17% has vanished. So, when it started a few years ago, it was borrowed in the coming fields, but now it is only at 3 billion.
Due to that, the value... SoftBank Ventures and that Japanese marketer's b... just gear market escape Now that the stock, which relies on 50%, has dropped by half, Sori Jeong-i intended to use the Speed Bank to raise the stock price. In April, he sold other assets related to the 4P 1B Committee that he was holding and invested in, planning to buy back StarGle.
Although a declaration was made here, it has ultimately not been implemented yet. He intended to sell assets to port this declaration and boost SoftBank's stock price, but although the announcement was made last year, due to the infinite pandemic, he was unable to execute it. Furthermore, regarding the dollars borrowed from other sources, from our perspective, this is money that cannot be used for Phase 3 trials.
However, the composition of this fund is actually structured completely differently in each language compared to what was announced to the media. It is not as if all the Dreadnoughts received today; externally, the dollars borrowed from other sources were received as pure investment. However, in reality, especially regarding investments received from the NBS or the UAE sovereign wealth fund, it is not a pure side job; it is not a clean P—that is, not a purely stock-rich position.
Instead, regarding the interest paid annually... They received investments that weren't guaranteed, like 9% and 10% increments. Since they gave out shares and [provided] free posts, these two cases are essentially loans. That is why they are not pure investors. First, the media lied again, and then there was the fund's investment.
SoftBank invested about 40%. So, in my view, the actual pure investment was less than half. You can look at it that way. So, they made a mistake from the start, investing recklessly with other people's money. Generally, there are two types of ways a fund helps through investment. These are the two main ones.
For example, Genta Venture Capital, operated by the venture capital firm East Leash, invests in the youngest companies that have just started out. They make small investments in multiple places, and one of them hits the jackpot. Or, they invest in six places, nine of which go down, and the remaining one they invested in becomes a huge success.
For instance... Taking off something like Alibaba and setting up nine other places here, resisting a lot while viewing it as an ideal—that is the first method of investing. The second method is called a fund, so it involves investing more money than the first method, but investing in multiple companies, especially if you look at a single company.
However, regarding these two methods, the companies that receive a lot of investment are proven companies with a proven structure, and companies that are creating something through their own efforts. You invest a little more heavily in such companies and then look at that money as a fund. For example, if you invested 30 million dollars, and the chocolate is slow but the dance and speed...
well, if it came out at 12mm, that means a 50% increase, so there is a method like that. Among these two methods, I invested with the most risky elements. So I made massive investments in very young, proven companies. Since it is other people's money, it is investing emotionally. Aunt Sion, leaning so heavily on emotion.
Masayoshi's hand, and under that, the kids... well, regarding Excel, I always lose and analyze... talking about dream-like stories in Act 5 of the family... since I did it that way, it must be there. Ugh, regarding the Mercedes-Benz Gap and the Moon, they say, "Let's keep it small and small," but this person...
regarding the Vision Fund's massive money... you really have to say, "Let's put it small in a small company," but because he made two huge letters for the certification design of a small company, you can view it as his money in the Vision Fund having all vanished. Um, um, it's less than half of the gold...
right now, it's gone by the clock. In front, uh, Seventeen Bill, like the one-dollar... Bill that came out three times... it's coming... 10% dropped, but even if you earned 7%, you wouldn't be able to do that. Knowing the richest person in the world... the media made such a fuss about showing the 17%...
but since they did n't eat 10%, that's incredible. Then, following that, milk... one loss... with a bottle... why did I forget more? I took charge and forgot... uh, what is it? We couldn't show the money investment. That is how the bonds don't go up. So, in my view, you can consider it less than half.
Especially regarding the details of the third-generation evil, half of the borrowed dollars were invested in strange places. Representatively, I invested over 10% of the borrowed dollars into seven companies, and there was a business like the one mentioned above. I invested in that promising sector, but I also got deceived in Korea and did things like that with the fur business.
Although everything failed, I couldn't even recover one-tenth of the invested money. Next, I reinvested in three places in the taxi industry: DG Chuxing and Wu in China, then Gal Yixing Company 5 (which provides cars for a few months or six months), and a company called Fa Ar in March. Then, I also invested in a place in India called Hotel & Home, which is under suspicion.
So, I invested 50% of the borrowed dollars into seven companies, but it is no exaggeration to say that almost all of it was lost. It's less than 1/10th of the value now. It's probably cheap if you think about how much you invested invincibly. C's Vision Fund is that [ __ ]. Following this, this Korean company called Copan, called Cooksan, was in the red.
So, it was in deficit. The number of million dollars was based on the deficit. So overall, it invested in 90 1 companies, but it invested well. The excessive tran invested three hundred million dollars in a pharmaceutical company developing cancer drugs. But three hundred million dollars are different.
Let's stop well. I invested, but there is almost nothing external, uh, Seven Poker Mint Part 8, p1, so I listen to it. 4 Almost, well, they did two Billion Dollars, but this... well, SBO was listed, and there are many... this 30% listing price isn't even 30%, and due to the disease, the year is a pandemic, so here too, things are completely messed up.
So, regarding Masayoshi So, sometimes when doing seasons 1 and 2, he... he... he's flying DJ Tech... approaching the company... investing... May... will become a pet that brings in corruption... I heard something like that, but... like that, Pepper Birch doesn't even appear, and also May... getting rid of the...
I've never heard a single article or gathering about meeting this person. Red... 4... in Japan for that... Oolong So 3 or Charlie... a skirt that seems to mimic a long distance... practically speaking, that person's share... besides the power struggle, they don't properly understand the rich method either...
suffering... like this... Bill of these... today, selling is boiling... even if they are rich with their own money, they have almost lost it all like this. So, from now on, Masayoshi's number... that Alibaba China's... that jam... Mae company You can view it that way, aside from the "let's harvest" (returning to the market), it is almost impossible.
Comments 0