Jamie Murray Sony Corp. ADRSNEHOLDApr 27, 2023

Their main drivers are Sony Playstation, Sony Music, and films. The Playstation has its ups and downs from competition. Music is well behind the #1 player. Films are also unpredictable. Sony should spin off its music publishing business and focus on the other two areas. Not a cheap stock. Earnings vary. 

Not great over the years, suffering from a bloated infrastructure and lacking focus, like many Japanese companies. It should be split into a few companies.

Still decent room to run, about 20%. 45% market share in the sensor market. Entering the smart mobility space. Hold on. Shouldn't go under $82.50.

It's the Japanese Disney in that it holds some content, influence by the fate of new releases. The only fault are its mixed financial results. Otherwise, a quality company. Another concern is Japan's deep debt and the effect on Japanese companies. Doesn't want to be exposed to potential currency weakness.

Diversified. PlayStation had supply chain disruption, but now picking up. One of the 3 main music companies, and that business has seen a resurgence with streaming. Lots of potential for cross-synergies between shows and gaming. Really good IP. Yield is 0.62%.

Going through a revolution. Trying to reposition as a major global content provider, a la Disney. To hold this stock, you really have to believe in it. He doesn't like to bet on that kind of thing.