Simmons First National Corp
Must-know 3Q updates from Dan Loeb’s Third Point Partners
In this series Activist investor Dan Loeb’s fund, Third Point Partners LP, disclosed some of the positions traded during 3Q14 in its 3Q investor letter. In this series, we’ll go through the details of these positions and Third Point’s rationale for adding or exiting its stakes. In its 3Q letter, the fund said it “continued […]
Why Would Alibaba Invest in Self-Driving Technology?
According to China Daily, citing data compiled by McKinsey, China is poised to be the world’s largest market for driverless vehicles in the next decade.
Berkshire Hathaway buys a new stake in Verizon Communications
Berkshire Hathaway took a new position in Verizon Communications (VZ) last quarter. The position accounts for 2.04% of the fund’s portfolio.
Facebook, Ex-Vodafone CEO Find Common Ground in Meesho
Facebook (FB) has joined with Naspers (NPSNY) and former Vodafone (VOD) CEO Arun Sarin to inject $125 million of fresh capital into Meesho.
SoftBank’s Masayoshi Son: Japan’s Buffett Once Lost $70 Billion
What do Berkshire Hathaway’s (BRK.B) Warren Buffet and SoftBank’s Masayoshi Son have in common?
Has Alibaba Stumbled in India?
Alibaba (BABA) has decided not to put more money in Indian e-commerce provider Paytm Mall.
Will T-Mobile and Sprint Ever Unite?
A year ago, T-Mobile (TMUS) and Sprint (S) agreed to merge in an all-stock deal that valued the latter at ~$26 billion.
What Will Uber’s IPO Bring to Yandex’s Table?
Ride-hailing giant Uber is planning to go public this year, following in the footsteps of its rival Lyft (LYFT).
Alphabet’s Waymo Sets Sights on $241 Billion Sensor Market
Alphabet’s (GOOGL) self-driving arm, Waymo, is getting into the sensor business.
Google Is Back in the Robotics Business—What Gives?
According to a report from the New York Times, Google has resurrected its robotics ambitions.
Alibaba Not Ready to Cede India’s Payment Market to Amazon
Paytm is currently the leading mobile payment provider in India.
PayPal-SoftBank Rivalry Spills into Latin America
There’s no end in sight to what now looks to be a clear tit-for-tat between PayPal and SoftBank, the parent company of American mobile operator Sprint.
What TikTok’s Rise Could Mean for Facebook
ByteDance, which owns video clip sharing app TikTok, raised $3.0 billion last year in additional funding from a group of investors including SoftBank (SFTBF), according to Bloomberg.
How Huawei’s Woes Could Boost Nokia’s Fortunes in Japan
Japan will host the 2020 Olympic games, and the leading mobile operators in the country want to have their 5G networks ready for the event.
What’s Next for Ericsson after Its Network Outages?
At least two Ericsson (ERIC) mobile operator customers suffered network outages for some hours in early December.
What Does Alibaba See in Tokopedia?
Alibaba (BABA) recently teamed up with SoftBank (SFTBF) and other investors to put an additional $1.1 billion toward Tokopedia.
Why Tencent and Line Are Teaming Up
Tencent (TCEHY) and Line are joining forces on mobile payments in Japan.
Where Is PayPal Taking Venmo?
Venmo’s transaction volume soared 78.0% YoY to $14.0 billion in the second quarter.
The International Moat Index’s Best Performer in July
Grupo Aeroportuario del Centro Norte (OMAB MM, 15.31%), which operates 13 airports in Mexico and handles roughly 15% of domestic air travel according to Morningstar, was the top contributor to International Moat Index returns in July.
Behind the Nokia–Deutsche Telekom 5G Research Project
Nokia (NOK) is collaborating with Deutsche Telekom and Hamburg Port Authority on a two-year 5G (fifth-generation) research project.
Netflix: Partnering with SoftBank for Launch in Japan
Netflix (NFLX) launched in Japan earlier this month. On August 23, 2015, Netflix announced its partnership with SoftBank (SFTBF) in Japan.
Everything you need to know about Sprint’s recent ups and downs
Sprint (S) has gone through a lot of ups and downs over the last few years. The company continues to lose money and its subscribers continue to migrate towards Verizon (VZ) and AT&T (T).
Must-know: Analyzing the market structure of the telecom sector
Despite the presence of a number of players, the sheer size of Verizon and AT&T gives the market structure a duopolistic character—smaller players like Sprint (S) and T-Mobile (TMUS) haven’t been able to match the larger players for size, resources, and scale.
The latest word in telecom: Can SoftBank swing a T-Mobile deal?
Masayoshi Son, Chairman and CEO of SoftBank Corp. (SFTBF) and chairman of Sprint (S), has been pushing for more consolidation in the telecom sector in the U.S.