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Munib Islam - Creating Long-Term Value

Value Investing with Legends

CHAPTER

Sone

We invested at sony at third point twice. The first was in two thousand 13, and then again in two thousand 19. We owned more than five % of the company when they had a 15 billion dollar market cap. I think to day, sone's market cap is a hundred 50 billion. So it's ennex id almost in eight years. And i would say one note, i think if you pursue activism overseas, whatever patience you add, add 12 months to it, because it s just a little bit longer.

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