Aug. 16 at 10:09 PM
$SONY Let’s get it - another +3-5% week please
What other company with tech like this is trading at such a discount? And the best part is the conglomerate synergies are efficient like never before - music, pictures, and gaming are just a natural combo. The ip feeds each other. Sony Gaming ip feeds Sony Pictures which uses Sony Music in its films and television.
Even Sony Mobile is having strong sales - and it gets its image sensors (the most expensive component in a smartphone) from Sony Imaging.
It took a long time, but this company is executing very strongly.
Sony may have dropped the ball on that
$3.6B gaming acquisition but at least it didn’t pull a Microsoft and buy ATVI for
$63B when Microsoft doesn’t even have the install base to release their games as exclusives. I don’t know what Microsoft was thinking with that acquisition… like I don’t think Microsoft gaming division will ever recoup that
$63B. Bet they wish they could get that pile of cash back for AI investments!