HOW TO PLAY IT

By Jon D. Markman

The growth of user-generated video is fueling a surge in demand for high-end cameras. The best way to play this trend in public markets is Sony Group. In addition to earning 45% market share for smartphone camera sensors, the Japanese conglomerate has a thriving professional-grade business. Its HawkEye computer vision software is so good it’s used by professional tennis associations to replace human line judges. Sony executives are using the intellectual property to build smarter software for creators, automakers and robotics firms. Revenue reached $7.66 trillion yen ($62.8 billion) through the first nine months of 2021, a gain of 13% year over year. Shares could trade to $135 during the next 18 months, a gain of 31% from current levels.

Jon D. Markman is president of Markman Capital Insight and editor of Fast Forward Investing.