That has been naysayers argument all along. Opera has too much to gain from being perceived as trusted/neutral company and too much to lose if it is taken private dishonestly, as naysayers are speculating, and deal with lawsuits/negative publicity.
Keep in mind that, Yahui Zhou also run another fintech company Opay --valued at $2B -- and any negative publicity for Yahui Zhou/Opera may result in negative publicity for Opay as well which may not sit well with its investors like Softbank, who might have plans to take Opay public in couple of years.
What percentage of your portfolio ? Thx
Great write up!
There is no doubt that GX is a budding star...but I do wonder about the ownership--and quite honestly a discount may be warranted because of it.
That has been naysayers argument all along. Opera has too much to gain from being perceived as trusted/neutral company and too much to lose if it is taken private dishonestly, as naysayers are speculating, and deal with lawsuits/negative publicity.
Keep in mind that, Yahui Zhou also run another fintech company Opay --valued at $2B -- and any negative publicity for Yahui Zhou/Opera may result in negative publicity for Opay as well which may not sit well with its investors like Softbank, who might have plans to take Opay public in couple of years.