Alphabet's Discipline, 5G's Potential
Motley Fool Hidden Gems Investing
The Motley Fool
4.3 • 3.1K Ratings
🗓️ 19 January 2022
⏱️ 28 minutes
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| 0:00.0 | Today on Motley Fool Money, we're hitting the slopes. |
| 0:08.2 | Okay, we're not actually going skiing, but we are digging into Vale Mountain Resorts |
| 0:13.0 | to see how the business is doing. |
| 0:15.3 | That and more coming up right now. |
| 0:23.5 | I'm Chris Hill, joined by Motley Fool's Senior Analyst Tim Buyers. |
| 0:26.4 | Thanks for being here. |
| 0:27.4 | Hey, thanks for having me, man. |
| 0:29.6 | We've got the latest on financials and 5G as well, but we're going to start with the |
| 0:34.4 | changing landscape in the entertainment industries. |
| 0:37.8 | On the yesterday's show, we opened with Microsoft continuing their history of strategic acquisitions, |
| 0:43.9 | buying Activision Blizzard, a clear shot at Meta Platforms and in their bid for the Metaverse. |
| 0:51.3 | One of the ripple effects involves Sony because shares of Sony have dropped more than 10% |
| 0:59.6 | of this move was made by Microsoft. |
| 1:04.2 | Let's start with PlayStation. |
| 1:06.7 | Is PlayStation that crucial? |
| 1:08.3 | I know it's part of Sony's business. |
| 1:10.8 | Is it that fundamental to the business? |
| 1:13.7 | And is it so threatened by a combined Microsoft and Activision Blizzard? |
| 1:20.0 | So I think the answer to this is yes and no, which is a horrible way to answer a question. |
| 1:26.4 | But let's take the yes. |
| 1:29.6 | This portion is as of right now, the game and network services portion of Sony's business |
| 1:36.7 | is about 30%. |
... |
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