1 Comment
User's avatar
Arie van Gemeren, CFA's avatar

By the way - added thought - look at Softbank and tell me that mega-funds actually work.

We literally had a term for this - the Softbank Effect. Whenever Softbank invested in a company, it usually fell apart shortly thereafter.

Why? It was cursed with the particularly nefarious curse of "too much money". As a result, it a) lost its way, b) had to grow in weird and uncomfortable ways because it had SO MUCH MONEY to deploy, and c) I don't know - it just didn't work.

Rappi. WeWork. So many examples.

Expand full comment