Feb. 5 at 3:31 PM
$SONY this stock is so disconnected from the underlying company it’s truly maddening.
This company is full steam ahead. It’s backing off of its capex intensive divisions to fund the profitable games, music, and image sensors that is at the heart of this company. 100 million active paid subscribers between crunchyroll and PlayStation Plus. Its recurring revenue is unbelievably valuable. The synergy between music, pictures and gaming is at its peak of its powers. That synergy has been 20 years in the making and it has finally materialized. Music is on fire, just look at its CAGR over the last 5 years.
Then there is its automotive potential with its in cabin entertainment and their image sensors that allow for self driving.
This company will profit
$10-13B a year for the next 5 years and then
$12-
$15B the next 5 years.
Just think of all of that capital at managements disposal. They got crunchyroll for a mere
$1.3B. They will buyback 10% of shares and buy biz’s to build strong moats.
