Alok Sama - The Money Trap

In this episode, Cole Smead sits down with author and former President and CFO of SoftBank Group International, Alok Sama, to discuss his book, “The Money Trap: Lost Illusions Inside the Tech Bubble.” Sama discusses his personal background and investing roots. He also details his experiences alongside SoftBank’s revolutionary founder, Masayoshi Son, and the “dark side” of the industry, discussing topics such as corporate espionage.

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CHAPTERS
0:00 Intro
1:00 Alok Sama
3:21 What is "The Money Trap" About
6:43 Joining Morgan Stanley
9:53 Meeting Nikesh Arora - President of Softbank
13:39 The First Big Check
15:41 Working with Softbank and Meeting Ron Fisher
17:03 Masayoshi's "Time Machine Management Strategy"
19:29 Smead Cap Investing
20:13 First Time in Tokyo
23:53 Why Masa Likes "Crazy"
28:40 Blitzscaling
37:24 Vijay Singh and Pressure
39:24 Smead Cap Fears Stock Market Failure
40:09 Joseph Tsai's Background
41:52 Alok's Mother
48:00 "Variable Interest Entity Structure" of Alibaba
50:30 Money and Power Attract Enemies
52:42 Masa's "HawkBonds"
54:44 Stories Sell Stocks
57:53 Simon Robey
1:00:29 Brought To You By Smead Cap
1:01:23 Softbank's "Vision Fund"
1:03:35 Masa's Generous Investments
1:06:05 "As Long As The Music Is Playing, You Have To Dance"
1:12:51 John Malone
1:16:02 What is "The Money Trap"?
1:19:14 Outro
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The material provided in this podcast is for informational use only and should not be construed as investment advice. You can learn more about Smead Capital Management and its products at smeadcap.com, or by calling your financial adviser.

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