Yes the IPO proved not only Neumann insanity but moreover Masayoshi Son's inability to do due diligence in his adrenaline rush-saudi funded "we must spend this

Yes the IPO proved not only Neumann insanity but moreover Masayoshi Son's inability to do due diligence in his adrenaline rush-saudi funded "we must spend this whatever the cost" decisions. I think it s safe to assume whatever Son funds now is first probably not profitable and second trapped into vast amount of money to spend without a ROI plan, increasing the overall debt burden of the business. In other words, you can make money probably by shorting Son's investments. Maybe even Alibaba, who never planned for regulatory compliance and making money even without trapping clients, will turn out to have been a silly idea in hindsight.