Loup TV 129: Welcome to Correction Territory; Sony is Misunderstood; There’s More to 5G Than Speed

00:00:00 Introduction
0:28 Market down 10%
1:22 Correction moniker
2:00 It's not over yet; will the Fed take action?
3:10 Sony's market cap down 13% - $20B
4:00 Only 35% of Sony attributed to gaming
4:45 PlayStation still the premiere device
5:45 Exclusive titles in gaming
7:24 5G deployment slows, again
8:11 What does this mean for 5G long-term?
9:20 Three-year iPhone cycle for Apple
10:10 Delays insignificant for long-term investors
11:28 The impact of 5G
13:10 5G, an important step function
13:47 How will 5G enable the expansion of our future?
15:43 Outro
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Takeaways:

• NASDAQ entered into correction territory, down 10% from its highs. The team at Loup thinks this is not over — however, we’re closer to the end than to the beginning. What’s most important is finding great companies at attractive valuations, versus trying to guess what the market will do over the next month.
• Sony’s stock drops 13% on the Microsoft-Activision news, which means Sony’s gaming business lost about a third of its value. We think this is an overreaction given that PS3 is leading the market share and that Sony has a world-class content library.
• 5G deployment in the U.S. keeps running into hurdles, and it will take longer to get to the nirvana 1GB download speeds. What’s more important than speed? It’s what companies and developers will be able to build atop 5G to move humanity forward.
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Видео Loup TV 129: Welcome to Correction Territory; Sony is Misunderstood; There’s More to 5G Than Speed канала Deepwater Asset Management