Digital Sales Limit The Impact Of Tariffs On Sony

Core Viewpoint - Sony is expected to align its fundamentals with intrinsic value within three years, with an estimated intrinsic value of $105 billion or$17 per share, considering new tariff impacts [1] Group 1: Company Analysis - The current premium pricing of Sony's stock is acknowledged, but there is confidence in its ability to converge to intrinsic value [1] - The focus is on undervalued and growing companies, particularly those in early development stages [1] Group 2: Investment Strategy - The analysis emphasizes intrinsic value in equity research, suggesting a preference for companies that are undervalued and have growth potential [1]