Unity Software Will Prevail Despite The Short-Term Noise

Jan. 11, 2023 12:08 PM ETUnity Software Inc. (U) StockU15 Comments
Growth Arcane
745 Followers

Summary

  • Unity Software is the leading 2D-3D video game software development company.
  • The stock has been severely punished since its highs (-85%) due to various endogenous and exogenous factors.
  • In my view, all these elements are short-term noise and Unity will manage to go through all these challenges.
  • Unity's sector secular growth trends opportunities, focus on outside gaming industries and advertising segment will be key in the near future.

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Investment Thesis

Unity Software (NYSE:U) has been severely punished in 2022, a year characterized by a tough macroeconomic context. In my view, the company's quality and potential are strongly misunderstood by the market. Currently, the short-term noise linked to the

This article was written by

745 Followers
Welcome to my profile!My name is Vincent. I have over three years of experience as a tech-oriented buy-side analyst at a major bank, where I co-managed U.S. equity funds with over $1 B. in assets under management. I’ve worked across both large-cap and small-cap stocks, gaining a deep understanding of financial markets. Fascinated by innovation and its potential, my goal is not only to identify tomorrow's future leaders but also to share and discuss these insights with you.I believe every investor should clearly understand what they’re putting their money into. With a growth bias, I aim to break down unique gems with strong potential, while making them accessible so you know exactly what you're investing in. Together, let's demystify disruptive companies.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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