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A comment on The Eccentric, Relentless Deal-Making of Masayoshi Son.

Re:The Eccentric, Relentless Deal-Making of Masayoshi Son by indescions_2018 on Tuesday January 02, 2018 @06:44PM (#16057010)
The top allocations are all solid: ARM, NVidia, FlipKart, WeWork, Uber, OneWeb. Thematically it is precisely what Son says it is: a bet on the connected future.
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Re:The Eccentric, Relentless Deal-Making of Masayoshi Son by vadimberman on Tuesday January 02, 2018 @10:10PM (#16057982)
Portfolio theory. 1 investment succeeds, 9 fail. The one that succeeds pays for the rest. That's why they are "top allocations".

The question is, how many of his investments worked out? If the ratio is less than most, then it's mostly sheer luck with the really good ones.

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Re:The Eccentric, Relentless Deal-Making of Masayoshi Son by soVeryTired on Tuesday January 02, 2018 @07:02PM (#16057107)
Since when are Uber and WeWork solid?
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