SoftBank: piecing the puzzle together | FT Film
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- Опубліковано 30 січ 2021
- It has been called a telecoms group, a semiconductor group, an investment group - even a hedge fund - but what exactly is SoftBank? The FT explains why the Japanese multinational is like a jigsaw puzzle, with the enigmatic founder and chief executive Masayoshi Son at its core
Produced, directed and edited by Daniel Garrahan
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I LOVE how this is pieced together and how all the interviews just fit in so well to form a single cohesive narrative
Pls explain
sigh....masoyashi son did not become rich because of alibaba lmao....alibaba was still pretty small and insignificant throughout most of the 2000s.....alibaba only blew up in the 2010s........before that no one even knew what alibaba was..did u guys forget?ask anyone before 2010 what was alibaba......
yes softbank did lose 97 percent of its value in the 2000 crash but it was still worth a few billions lol!!!!!!????masoyashi son was still a billionaire....he was far from broke......
and softbank continued to grow stronger throughout the 2000s until its share price reached 1200 JPY in 2010......which means at that time softbank was already worth 20 billion US dollars 4 years before Alibaba IPO!!!!!!
Softbank was a giant in telecoms in Japan, it did not need alibaba to become rich......Masoyashi Son was already filthy rich without alibaba......
even without alibaba masoyashi son will still be worth 5 to 10 billion or so comfortably in 2010........of course alibaba took him to the next level,jeff bezos level but.....
my god,the consipracy theories the media and everyone takes and runs with......
In 2009 alibaba revenues was only 3 billion yuan or around 400 million USD......do u know how small is that?apple make 56 billion in PROFITS every year........amazon has revenues of more than 100 billion USD.....
Nothing better than a propaganda hit piece LOL
@@jont2576 thanks for explanation
was wondering why they mentioned SoftBank stock went up 70% in 2020, and his stellar investment results excluding Alibaba
get ready for hollywood's movie based on this story starring matt damon as masayoshi son 🤣🤣🤣
🤣🤣🤣
😂😂
😆😆😆
🤣🤣
Robert kiyosaki
"Its a bunch of ex-Deutsche Bank traders running the show"
Oh dear!
Well lets hope they didn't make new financial instruments for a doctor.
Can’t wait for the next enron size scandal. Who’ll be first, softbank or the musketeer /s
Im smelling synthetic CDO's
All these hit videos on SoftBank but the financials tell a totally different story.
In JPY
Revenue 1.51T 10.72%
Net income 1.17T 2029.46%
Diluted EPS 575.55 2595.78%
Net profit margin 77.74% 1824.26%
Operating income 184.58B 13.49%
Net change in cash -653.06B -
Cash on hand 4.45T 17.02%
Cost of revenue 759.02B 13.52%
70+% profit margin? Not bad. Pretty dang good.
@@aramirez4618 bu....buu...but bunch of "no skin in the game" (cliche and overused phrase - I know! I know!) are more cognisant than the actual Portfolio's performance. FT is respectable financial media company, however, these videos are just contents for the sake of contents. Mr. Arash (FT's corporate finance editor) seem very dismissive of the bloke.
Movies by FT ARE BEYOND AMAZING. Cohesive and simply amazing. Deserves wayyy more views PLEASE KEEP MAKING MORE
FT needs to do more types of these videos, it's very well made and informative.
no
@@bababistril yes
Its like in the MBS meetings Masa looks at his watch and says. "Look we have been talking for 5 mins you own me $5 B."
Masa said that invest in 70% possibility; investing in 50% chance is foolish; waiting for 90% possibility is too late. He is a good calculated investor
His actions say otherwise
@@baz1184 All these hit videos on SoftBank but the financials tell a totally different story.
In JPY
Revenue 1.51T 10.72%
Net income 1.17T 2029.46%
Diluted EPS 575.55 2595.78%
Net profit margin 77.74% 1824.26%
Operating income 184.58B 13.49%
Net change in cash -653.06B -
Cash on hand 4.45T 17.02%
Cost of revenue 759.02B 13.52%
70+% profit margin? Not bad. Pretty dang good.
Extremely fascinating. Thanks for making this FT.
Outside of riding Alibaba to riches, it doesn’t sound like Masayoshi Son has had great success in anything other than convincing other investors to back him - presumably in the the hope that lightning will strike a second time. But he now seems to be making large, risky bets to recoup losses on a series of earlier dud investments. That reminds me more of an amateur gambler in Vegas than a visionary investor.
Haha. Your comment is a bad joke
20m turn to 120B is enough success .. Now he repeat the process of alibaba investment with more than 100 unicorn companies .. Out of these 100 he needs 5 new alibaba.
@@faisal19951 The odds of Alibaba-like payouts are probably closer to one in million than one in twenty.
@@faisal19951 But doesn't Softbank get only 25% of that 120 Billion? He only owns 25% of that company doesn't he??
@@aakashsuryi9098 Alibaba is 728 billion dollars. Softbank holds around 22% ish.
Not too sure how much of softbank does masa own now. Since the share buyback, and other stuff I would guess 33% ish.
This video is well done and makes me excited by mixing what some people would call the 'boring investment world' with this guy erratic and agressive stances.
It's weird cuz he is a Korean - Japanese , but sometimes he looks like a Chinese . In fact, he is an Americanized entrepreneur ( B.A in UC Berkeley ).
He looks Korean and Japanese combined. Not Chinese. Born in Japan but Bred in the U.S.
Masayoshi got it right with ARM, 20yrs before anyone else. We're seeing Apple's M1 chip kick intel so damn hard...
Yeah, he sure got it right with WeWork as well.
Intel is so lazy. Remember how we stuck with Quad core for more than half decade? Heck if iPhone wasn’t a success I bet were still on Quadcore Macbook Pro that barely any faster than 4 years old Macbook
Son is his family name.. Why do you call him with his first name?
@@MrAdhiSuryana Remember spending about 5 years to get the 5nm chips? Crazy I know! Intel is the laziest company there is in terms of tech giant.
Even when this old guy was young, Rupert Murdoch was still an old guy.
Amazing coverage of the topic! Thank you FT!
You're kidding! That Japanese journalist was annoying & so biased!
I always wondered why the media are constantly critical of him the fund and the we work flop. Not necessarily in a negative context but for sure doubtful and portraying him as a polarizing figure
After seeing 1:27 it makes sense now
Amazingly edited video.
Love this summary great to see
I enjoy listening to people talk about how hyper success seemingly should listen to journalists n others who talk as if they have met… it fun.
Fantastic video. Very informative and entertaining. Nice video. Keep up the good work.
it is not bets. by isolating & flooding markets, it goes up. he seems to stay in & expand. owned 85%(?)of sprint that translated to more mass at 25% of T-Mobile
Insane 🔥🔥🔥
All these hit videos on SoftBank but the financials tell a totally different story.
In JPY
Revenue 1.51T 10.72%
Net income 1.17T 2029.46%
Diluted EPS 575.55 2595.78%
Net profit margin 77.74% 1824.26%
Operating income 184.58B 13.49%
Net change in cash -653.06B -
Cash on hand 4.45T 17.02%
Cost of revenue 759.02B 13.52%
70+% profit margin? Not bad. Pretty dang good.
ขอบคุณมากๆครับ.เราต้องเดินด้วยกัน
What a legend !!! Huge respect
Very nice video
The interviews were done last year i think. Coz this year he is back
Yep, his net worth has increased by $20 billion since then and he is now worth $45 billion.
ARM with Nvidia will be the next intel, its at the tip of a big change.
only thing is Nvidia has the option to pic any ARM like CPU like RISC-V.
Big iron is gearing up to skip CPU compute for workloads with direct paths to the GPU.
Who is Big iron?
@@samuelspencer5047 Big iron is slang for big super computers.
a fun one is IBM used to be called 'big blue', always liked that one.
Naah
Imagine if softbank would consist of the regular Manhattan traders, imagine how nicely this introduction would had made them look.
Bro no one in Manhattan who is still employed at a reputable firm is nearly this insane.
Softbank jus invested in one of the largest brokerage firm in Mexico, GBM, turning the company in the second unicorn this country has. I wonder how this will play out for Softbank in the coming years
He's and charismatic and astute business man.
cheers Softbank
The definition of risk for him is different from these reporters. He must have estimated all risk analysis thoroughly before he buys companies. 😂
So many euphemisms to describe one person and his company.
That doesn't sound scammy at all.....
Cause son is just burning billions of dollars like its WSB, and he is doubling it whenever he is losing money. FT can't call him for what he is lollll
Great person
He made tons of money in India and still going strong...
It is hard to fail when your assets define the market prices
Never knew vision is a commodity until now. Hype Hype Hype!
This is inspiration. I want to start my own.
Autocrats, gig economy and AI.
I dig it
how do I not know this!
Masayoshi San being the Bruce Wayne of share market
down this decade FT will be making a documentary on Softbank like the one they did on wirecard. One can fool the world but not fool himself.
Cool 😎
When ARM is right, the only bottleneck constrain is leaving to us, or the programmers. Best!
He's not boring.
i am living in japan. About softbank internet and softbank sim, they are the worst. Service is Terrible. I have called 4 times, they always say that they need to ask their boss for answer, and turn off. No more response.
Softbank uses NTT line. however, its speed is only half of NTT
the problem with being softbank is that they invest in growth and disruptive start ups but those start ups are only pushing for the exit, the payday. And after the softbank payday, their ideas aren't really that much bigger than what they sold if at all
Always some East Indian called Najib or Rajib in major financial scandals or corruption cases. To win big you have to roll big, and that works very well when you have the Sardi's money. I like the mention of all the ex-Deutsche Bank and Goldman financiers.
อย่างเห็นไม่ใช่การเติมเต็ม แต่มันทำให้เกิดการร่วมกันสร้าง แต่เราเห็น..มันแล้วว่ามัน.ไม่ใช่แค่การเติมเต็ม มันมากกว่านั้น.ใช่มั้ยครับกับสิ่งที่เกิด.
Lucky and smart
softbank era before alibaba and till alibaba is great.after that most of softbank investment are sucks.
Whats better than Powerpoint .. 'PUZZLE POINT !'
in short an OG WSB member
Waao 7:03
The OG giga chad
Jack Ma has a massive head 😳 massive
Add Greensill to this list.
Softbank is getting soft af.
Same risk for Berkshire Hathaway as Warren Buffet is the center of that.
No absolutely wrong. It’s a principled firm which had had its ideas and values determined years ago for when Wareen buffet passes. It’s unbelievably different
@@trueMatthewkirkham what is a 'principled firm' like what does that even mean. It really is the same for all these companies.,
Berkshire will do better without Warren.
@@niceguy3148 will do same they have system that know what’s behind the companies and will repeat what’s work but not wework 😆😆😆
Tell me you're a hit piece without telling me your a hit piece.
hello..Thanks you so much.
'no, 45 billion dollars in 45 minutes' - sounds like Trump
Trump is not a billion billionaire.
I think softbank sets the tone for amazon,labour, tech and laissez faire piracy now with waste,and media.
2:18 20m investment to 100bn Alibaba
7:18 capital as weapon
One word: Wework
It great to see Japanese and Chinese get along...
So basically Masa Son is Gold Roger
Will go down......
Does Masayoshi give you Rocks D. Zebec vibes?
he is ready for a deal, who is interested?
Well... it's actually investors money....
Thank you for the comprehensive soft bank provisional investment. With a vision of one, the hard on soft, and human collaboration the bank money went to 100B$. Ask me vision, a service around the clock no matter whether a wake or even during the dream. The later is comprehensive mankind vision in one, and is not limited by flash/body ability, and they call it the sole, and anatomically it is medial fronto parietal areas!. Perhaps combined physician&IT is a plus!
One can know everything, and one can lead everything, and one can be behind everything!
Accompany built on one is reality in vision fund technology!
Marwah Zahaf MD Msc
Warren Buffett would give anything to be 63 right now, so Masayoshi Son is not retiring or leaving anytime soon.
Don't know if they are true visionary, or just lucky. And if we adore them because of our survivor bias.
3:21
Observation
MODERN HARSHAD MEHTA !!!
Arguably, Masayoshi is more contributive to the future of civilization than Warren Buffet😬
Warren Buffett's biggest creation is himself😂😂
Son should have told big head Ma to shut his damn mouth. Both are sinking together in the Titanic.
6:40
1:22
What they didn’t mention is that he is Korean-Japanese. He has Korean blood, and is ethnically Korean.
How does that related to his character in investment?
They are telling his story so it is relevant to this video article.
@@enriksouls6636 they are focusing mainly on his investments he made not where he's born or is he Japanese or not
@@hayn98 This is true, but keep in mind that they give a brief about him to give context to the story. It has alot to do about cultural background when describing the man and figuring out why he may invest the way he does.
@@enriksouls6636 exactly. Thank you for your responses to these dumbasses
FT is a publication from Europe which is highly conservative and doesn't understand risk taking. These kids think that you need to get right 100% and their basic premise itself is wrong.
FT is from UK lmao and UK is not part of Europe anymore since brexit
@@arifgunawan9329 uhm you are mixing up the Eropean Union and Europe...
Actually Masa son has a lot of hits in the vision fund
1. NVIDIA
2. Sofi
3. Slack
Just to name a few.
Bro the dude in this jus clowning SoftBank
Lucky Mtshali was like that..ge became rich it is anazing..a billionaire millionaire in america and Europe
Crazy gambler forcing startups to take more money 💰 than they can deploy n prob not even doing proper homework on we work.
Update: Yesterday SoftBank made 46B dollars in profits in vision fund.
Wonder if they’d invest in gamestop
It invest in multi startups in same field after gain alot trust it will merge the startups to single and monopoly the market . . .
The best Pennystock is Ynvisible Interactive
WKN: A2JBST / ISIN: CA9858441095 / Symbol: YNVYF
Almighty God will definitely set everything right now.
สวัสดีครับ
sigh....masoyashi son did not become rich because of alibaba lmao....alibaba was still pretty small and insignificant throughout most of the 2000s.....alibaba only blew up in the 2010s........before that no one even knew what alibaba was..did u guys forget?ask anyone before 2010 what was alibaba......
yes softbank did lose 97 percent of its value in the 2000 crash but it was still worth a few billions lol!!!!!!????masoyashi son was still a billionaire....he was far from broke......
and softbank continued to grow stronger throughout the 2000s until its share price reached 1200 JPY in 2010......which means at that time softbank was already worth 20 billion US dollars 4 years before Alibaba IPO!!!!!!
Softbank was a giant in telecoms in Japan, it did not need alibaba to become rich......Masoyashi Son was already filthy rich without alibaba......
even without alibaba masoyashi son will still be worth 5 to 10 billion or so comfortably in 2010........of course alibaba took him to the next level,jeff bezos level but.....
my god,the consipracy theories the media and everyone takes and runs with......
Lucky gambler.
Cellular phones soundin' a death tone
Corporations cold turn you to stone before ya realize
-RATM
Funny how the Japanese journalist missed a key piece of Son's history...he is ethnically KOREAN who was discriminated against in Japan which gave him the drive to achieve & be successful....very typical of the Japanese media.
Read Nassim Taleb Fooled By Randomness.
Yeah thanks, I'll stick with Berkshire
warren buffet invest over 6bill in japanese companies, not softbank tho
Yeah berskhire is good, but only at physical product companies. Buffet are so old and didn't understand technology, he invest at Apple 15 years TOO late.
They have lot of money invested in Indian companies.