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The Potential for Spinning Off Sony’s Semiconductor Business

Anuradha Garg
The Potential for Spinning Off Sony’s Semiconductor Business

Dan Loeb argues that while Sony (SNE) has long been considered an electronics company, it generates ~75% of its profits from four “crown jewels”: gaming, music, pictures, and semiconductors. Let's break down Loeb’s four-point strategy to unlock value in Sony’s stock.