Sony
includes Sony Electronics, Sony Magic Link, Sony Music Entertainment, Sony Walkman, Sony Music
2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Aug 18, 2022 by Howard Smith · said 23 times in 11 episodes since 2017 · across every show →
Mentions by year, the whole family
brought up most by Michael Ovitz (4), Bill Trenchard (4), Chatri Sityodtong (3), Jeff Hausenbold (2), Graham Weaver (2), David Rubenstein (2), Ted Seides (1), Ryan Batchelor (1)
tap a year for its mentions
2025 4 mentions in 1 episode
2024 3 mentions in 2 episodes 2 per episode
2023 2 mentions in 1 episode
2022 1 mention in 1 episode
2021 9 mentions in 4 episodes 2 per episode
- Bill Trenchard - First Round Capital (Manager Meetings, EP.23)
- Private Equity Masters 4: David Rubenstein – Carlyle Group (Capital Allocators, EP.203)
- Jeff Housenbold – Inside Softbank Vision Fund (Capital Allocators, EP.186)
- Ryan Batchelor – Clifford Capital Partners (Manager Meetings, EP.11)
- every mention in 2021, scene by scene →
2017 4 mentions in 2 episodes 2 per episode
Everything said about Sony, oldest first
Aug 18, 2022 bullish
Smith: Japan is largely a B2B investment opportunity rather than B2C
“Japan is largely these days a B to B investment opportunity. As opposed to a B to C. I mean, of course, there are B to C companies in Japan, and there are very big brands. Japan has some amazing brands like Nintendo and Sony, but a lot of the high value-added …”
May 20, 2024 neutral
Tremblant Made and Lost Substantial Money on an Early BlackBerry Position
“We made a bunch of money in BlackBerry, and then we lost a bunch of money in BlackBerry. We were early, one of my partners was like, this mobility thing is going to scale much faster than people think, and the winners are going to be Apple and Google and Black…”