Sony Group Corp (SONY)

Down 1.5% this year so far. It's undervalued.

Though +18% in the last 6 months, Japan (and Korea) are in the line of fire for tariffs.

Known for TVs and such. Consumer electronics is their legacy, but now a very small piece of the business and not a very attractive one. Two key properties are PlayStation and music. Should benefit from TTWO's release of Grand Theft Auto 6, as they take a percentage whenever a game is sold. Online services (with monthly subscription fees) should continue to do well. 

Second-largest of the big music companies, after Universal. Streaming has saved the music industry from CD pirating and such. Trades at 21x PE. Yield is 0.50%.

Suffers from the conglomerate discount. Talking about splitting off semiconductor business. Then the remaining combo of gaming and music and movies would attract a valuation more in line with peers.

He took profit on it, pre-split, back in August. It's very competitive out there. It was priced to perfection (a repetitious theme for today's show).

Very muted return. Due to concerns around the gaming segment. Lowered outlook for volume. A problem, but don't miss the long-term picture of this great, diversified business. Don't forget music, image sensors, and movies. Gaming is a bright spot. Will get back on feet. Be patient.

He targets $92, so the runway is short. Only consolidation would return this to the $122 high.

It is an amazing collection of businesses. It is big in the gaming world and financial services as well as entertainment and music. It controls 64% of the gaming console market and 44% of the image sensoring market. Sensors are in everything. It is also becoming a leader in smart mobility