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Sony - $SNE:$13bn gaming revenue from Digital Software & Network services alone, up ~38% yoy. ~50% ROIC.36.4mn PlayStationPlus Subs.$2.1bn music streaming revenue.Bought back stock last year for the 1st time
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Huami - $HMI, $700mn mcap.I'll tell you about this now instead of ~Feb in my 2019 Annual Letter because I'd be sad if it starts to run earlier than that...Very
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