Unity Software ($U) Deep Dive w/ Aaron Bush, The Motley Fool (Episode 43)

Sep 18, 2020

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***Disclaimer: Nothing you hear on this podcast is in any way, shape or form to be construed as investment advice. The guest on this podcast may hold positions in any/all names mentioned during the podcast. This is not investment advice and investors should always conduct personal due diligence before investing in any security. Past performance of any funds mentioned are not indicative of future returns.***

Aaron Bush is an investor and writer for The Motley Fool. When's he's not researching stocks for The Fool, he's busy working on his other project, Master The Meta, a SubStack dedicated to all things esports and gaming. I've followed Aaron on Twitter and read his work regularly.

I wanted him on the show after reading his 5,000 word essay on Unity Software (U). Aaron's post came days after I published my long Twitter Thread on the company, and I wanted to chat about what he found.

This episode is for those that love deep dives on singular names. We spend nearly the entire podcast discussing Unity's competitive advantages, potential TAM, future growth opportunities, and potential risks to their bull thesis.

We also discuss the Gartner Hype Cycle and where Unity stands on its graph.

Here's the time-stamp:

[1:00] Intro Questions
[7:04] What It's Like To Work at The Motley Fool
[10:21] Average Day For Aaron
[16:01] Unity Software Breakdown
[24:05] Unity Take Rate Analysis
[28:19] Gaming First Company
[38:02] Measuring Success at Unity
[41:24] Unity Operating Results & Metrics
[51:43] The Gartner Hype Cycle
[59:01] The Verdict on Unity

If you liked this conversation and want to learn more about Aaron and The Motley Fool, check out these links: