SoftBank CEO to Skip Earnings Call

The transcript discusses the impact of Masa's absence on investor sentiment and the role of CFO Yoshimitsu Goto in providing guidance during SoftBank's earnings call. It highlights the challenges SoftBank faces with its investments and the mixed expectations for the company's future performance. Despite anticipated quarterly losses, there is some optimism due to decreasing loss sizes, but concerns remain about the lack of clarity on SoftBank's privately held holdings.

How do some optimists view the losses reported by SoftBank?

What are some of the reasons for the pessimism surrounding SoftBank's investments?