$SNE SONY IS EXTREMELY UNDERVALUED

Considering the revenue streams that Sony has, it is no wonder that activist investors have stepped in to create value. The studio business alone is probably worth the market cap considering the Catalog which it owns. This may be the first thing that is put up for sale given the battle that is ensuing among NFLX DIS AT&T etc for content. We see this as a great opportunity to go along for the ride.