The Baffling World of Masayoshi Son's Presentations (2020)

I mean, he was pretty vindicated on Uber. Which kind of hurts me to say, I was a long time Uber bear. But it did indeed emerge from the pandemic stronger.

Re: The Baffling World of Masayoshi Son's Presentations (2020)

#8

Post by returnInfinity » Mon, Jun 29, 2026, 4:01 AM UTC

aetherson wrote: post #7

I mean, he was pretty vindicated on Uber. Which kind of hurts me to say, I was a long time Uber bear. But it did indeed emerge from the pandemic stronger.

yeah I was a uber bear too, some how it has turned around

I was betting on the taxi drivers revolting, but the capital markets have prevailed

Re: The Baffling World of Masayoshi Son's Presentations (2020)

#9

Post by conception » Mon, Jun 29, 2026, 4:23 AM UTC

aetherson wrote: post #7

I mean, he was pretty vindicated on Uber. Which kind of hurts me to say, I was a long time Uber bear. But it did indeed emerge from the pandemic stronger.

They also spent a ton of money to get an unchangeable law passed in their favor to bypass employment regulations.

Re: The Baffling World of Masayoshi Son's Presentations (2020)

#10

Post by helloplanets » Mon, Jun 29, 2026, 4:39 AM UTC

nippoo wrote: post #4

Here's an example of his latest presentation slides: https://group.softbank/media/Project/sbg/sbg/pdf/ir/investor...

Slide number 55 is a beauty.