Oct 11, 202112 minSony 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 minSony 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 minSony 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 minEndeavour 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.