The Gabelli Global Rising Income and Dividend Fund on Sony Group Corp.
Thesis
Sony owns leading positions across gaming, music, film, image sensors, and anime, giving it multiple direct-to-consumer growth engines. Streaming growth, higher licensing economics, and a roadmap toward larger image sensors and higher selling prices support earnings growth. Strategic portfolio actions and expansion in anime provide additional optionality.
“Sony is the number one image sensor leader and the sole supplier to Apple iPhones.”
Key risks
- Inflationary memory costs