Sony Part 2: Arms Dealer in an Arms Race
This note covers the company’s music business, the incredible behavioural biases currently affecting its perception and the first principles of...
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Not an Epic Ruling Against Apple
We examine developments in Epic's legal battle with Apple to identify potential long-term implications and winners and losers.
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PHC Holdings Pre-IPO - Many Companies Rolled into One
PHC Holdings and its shareholders aim to raise around US$1.8bn via selling a mix of primary and secondary shares in its Japan IPO.
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Conviction Call Sony – PlayStation Showcase Underlines Strength of Pipeline
Sony's PlayStation Showcase surprised to the upside in terms of the number and quality of titles on display and the strategic implications for its...
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Simplex Holdings IPO - Valuation Looks Ok, past Performance Will Weigh on Sentiment
Simplex Holdings’ shareholders aim to raise up to US$304m via selling some of their stake in the company. Simplex has consistently been ranked...
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