$WE: Softbank’s Vision Fund is likely down β€œ$10ish billion on $33b invested” in large cap tech names | Nov 2019

1) Masa is brilliant & have to respect the track record, but I am curious to compare the marks on Didi/Grab across public mutual funds and the Vision fund. VF travails with WeWork & Uber well understood but Didi/Grab marks and the Sprint outcome might be pivotal for Softbank/VF. β€” Gavin Baker (@GavinSBaker) November 5, […]