This is a ChatGPT-free Zone
This is going to be a wandering post, just thinking out loud about a few things that have been on my mind. I’ve been posting about “outsider” CEO’s and now about 3G Capital. They of course have a lot in common, but one thing is that these acquisitive CEO’s cut costs, and sometimes a lot….
So I was travelling a little bit and wandered around in a large mall nearby (living in NYC, I don’t do malls that often) and took some interesting pictures. OK, maybe not so intesting to most of you. There is nothing new here as this is something we all know: Apple stores are always packed and…
OK, so this is a company I really, really would love to love. I grew up with their products and thought they were great. But things haven’t gone well there. I’ve been short this stock for a while, but without too much research. It was just a short on Japan in general and Sony’s (SNE) total…
So we see every day why Japan has so much trouble getting out of it’s long slump. There was an article recently talking about how the lost decade in Japan is actually a myth, and that the reality is that Japan has done better than we all think since the bubble popped in 1990. Yes,…
There was a decent article on Sony in Businessweek this week (read here). As I said before in another post, Sony is a company/stock that I would love to love. I grew up with the brand and I think it still has a very strong presence in Japan and globally and does have strong brand…
I recently read a comment that Japanese investors typically like to buy Sony stock at 0.7x or so book value per share (BPS). That does sound a little cheap, so I took a quick look again, only to remind myself why I don’t own too many Japanese stocks! Sony really is a company that I…