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FinFree4Ever t1_jdyk8cn wrote

Reply to comment by mazarax in What is going on with Unity stock by Artuhan

It’s all about different accounting standards. Their CFO is not lying.

Their acquisition of Iron Source is accretive, strengthens their balance sheet/cash flows and together with a recovery in advertising revenues, Unity will be extremely attractive in the coming years.

It’s a low risk, high reward play.

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mazarax t1_jdyl5gn wrote

Hmm… I am skeptical. I believe it when I see a profitable year with GAAP.

Could it be you have Stockholm syndrome, with $U being your largest holding?

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FinFree4Ever t1_jdylkli wrote

I only bought in, in the month of March 2023. It is undervalued, already non-gaap profitable and able to withstand any recession with broad macro winds in its favour.

Even if it recovers to 50% of its 2021 high, it is still a 3x from here.

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