Simmons First National Corp

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 […]

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 took a new position in Verizon Communications (VZ) last quarter. The position accounts for 2.04% of the fund’s portfolio.

Facebook (FB) has joined with Naspers (NPSNY) and former Vodafone (VOD) CEO Arun Sarin to inject $125 million of fresh capital into Meesho.

What do Berkshire Hathaway’s (BRK.B) Warren Buffet and SoftBank’s Masayoshi Son have in common?

Alibaba (BABA) has decided not to put more money in Indian e-commerce provider Paytm Mall.

A year ago, T-Mobile (TMUS) and Sprint (S) agreed to merge in an all-stock deal that valued the latter at ~$26 billion.

Ride-hailing giant Uber is planning to go public this year, following in the footsteps of its rival Lyft (LYFT).

Alphabet’s (GOOGL) self-driving arm, Waymo, is getting into the sensor business.

According to a report from the New York Times, Google has resurrected its robotics ambitions.

Paytm is currently the leading mobile payment provider in India.

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.

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.

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.

At least two Ericsson (ERIC) mobile operator customers suffered network outages for some hours in early December.

Alibaba (BABA) recently teamed up with SoftBank (SFTBF) and other investors to put an additional $1.1 billion toward Tokopedia.

Tencent (TCEHY) and Line are joining forces on mobile payments in Japan.

Venmo’s transaction volume soared 78.0% YoY to $14.0 billion in the second quarter.

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.

Nokia (NOK) is collaborating with Deutsche Telekom and Hamburg Port Authority on a two-year 5G (fifth-generation) research project.

Netflix (NFLX) launched in Japan earlier this month. On August 23, 2015, Netflix announced its partnership with SoftBank (SFTBF) in Japan.

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).

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.

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.