Oct 11, 202112 min readSony Part 3: State of PlayThis note covers Sony’s gaming business, the fundamental pillars supporting its profitability, and why console gaming is here to stay.
Sep 8, 202112 min readSony Part 2: Arms Dealer in an Arms RaceThis is the second of three research notes covering Sony Group. This note covers the company’s music and film businesses.
Aug 2, 202116 min readSony Part 1: Microchips, Cameras & CollaborationThis is the first of three research notes covering Sony Group. The focus will be on the cooperation between the group’s primary businesses.
Jun 6, 202111 min readEndeavour Group, Phantom Private Label & Cheap GrowthThe Australian retail liquor industry is at the precipice of an immense structural shift towards private label products, this looks at how.
Dec 17, 20206 min readCD Projekt, Conviction and FactsJust because I knew what was going to be a good title didn’t mean I knew it would be a good investment. This note covers why.
Oct 9, 202012 min read2020's Biggest Game, Starring Keanu Reeves & A Little Known Polish CompanyAs tech giants battle for ground in a rapidly growing gaming industry it is content that reigns king. Introducing Cyberpunk.
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