This blog is an effort to sift through the noise. Please note that a number of resources are used to create these theses and due to an overriding desire to think rather than edit I will not be citing every little source.
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Friday, November 22, 2013
Alex Sacerdote of Whale Rock Capital Capital Management on Why he is long Softbank
Alex Sacerdote of Whale Rock Capital on why is long Softbank and how he thinks their stake in Alibaba is worth more than the entire market cap of the company.