Vlad Savov

@vladsavov ↗

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Last Checked Sept. 8, 2022

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Wed Jan 19 08:18:59 +0000 2022

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Vlad Savov @vladsavov

Reasons why this is an overreaction: - Games are about 30% of Sony sales. Company also has movies, music, image sensors, a banking division and plans for EVs. - PlayStation strength is first-party studios and exclusives. No change there. - Microsoft may fail antitrust checks. — PolitiTweet.org

Posted Jan. 19, 2022

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Vlad Savov @vladsavov

@Zoh_Ran Is this something you'd consider saying to your baker or Starbucks barista? — PolitiTweet.org

Posted Jan. 19, 2022

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Vlad Savov @vladsavov

Reasons why it’s not: - Sony’s share price has been near all-time highs so it was looking expensive. - Sony can’t win the IP bidding war that Microsoft has initiated. - Investors will expect Sony to spend big anyway, cutting into profits. - Constrained PS5 supply limits growth. — PolitiTweet.org

Posted Jan. 19, 2022