Tim Culpan, Columnist

Loeb's Sony Split Makes Sense. But Then What?

Spinning off the semiconductor business is a good idea. Management, and Third Point, need to think more about the next step.

June 14, 2019 at 5:26 AM UTC

By Tim Culpan

Tim Culpan is a former Bloomberg Opinion columnist covering technology in Asia. Previously, he was a technology reporter for Bloomberg News.

First thing’s first. But as for the second thing ...
Photographer: David Paul Morris/Bloomberg

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Dan Loeb wants to split up Sony Corp.

In a seven-page letter and 100-slide presentation, Third Point LLC’s founder and CEO outlined what Sony’s shares have been saying for years: The company is worth more than the sum of its parts.