Drawbridge Research - Investment Research

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Oct 11, 2021

Sony Part 3: State of Play

This note covers Sony’s gaming business, the fundamental pillars supporting its profitability, and why console gaming is here to stay.

Sep 8, 2021

Sony Part 2: Arms Dealer in an Arms Race

This is the second of three research notes covering Sony Group. This note covers the company’s music and film businesses.

Aug 2, 2021

Sony Part 1: Microchips, Cameras & Collaboration

This is the first of three research notes covering Sony Group. The focus will be on the cooperation between the group’s primary businesses.

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