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Company Deep Dive: Unity Technologies
I put together a Deep Dive on $U this morning following last week's earnings.


Highlights include:

A) The Business

Unity describes themselves as the “world’s leading platform for creating and operating interactive, real-time 3D content.”

And that they “provide a comprehensive set of software solutions to create, run and monetize interactive, real-time 2D and 3D content for mobile phones, tablets, PCs, consoles, and augmented and virtual reality devices.”

  • Games made with Unity accounted for 71% (!) of the top 1,000 mobile games
  • Monthly Active Users who consumed Unity-made content reached 2.7 billion (!)
  • Applications built with Unity were downloaded on average 5 billion times per month
  • Monthly active creators were 1.5 million (as of 6/30/20)

They break out their business into three separate categories: Create Solutions, Operate Solutions and Strategic Partnerships/Other.


Pretty simply, Create Solutions are used to create the games and content.
Operate Solutions allows customers grow, engage and monetize their user base.

Create Solutions utilizes an annual subscription model, while Operate Solutions utilizes a mix of revenue-sharing and usage-based pricing.

B) Beyond Gaming

"We continue to gain significant traction with customers and leading brands in industries beyond gaming, including architecture, engineering and construction; automotive, transportation and manufacturing; and film, animation and cinematics."

Measured by 2019 revenue, Unity works with:
  • Eight of the top 10 architecture/design firms
  • Nine of the top 10 auto companies

Case Studies in the post include Skanska (leading construction company), Volvo, and Moving Picture Company (production company that created Disney's 2019 Live Action The Lion King.

C) Conclusion

Powering creators, dominating mobile-game development, an impressive partnership list out of the gate—and this is all before we get to how Unity can transform the architecture/design, automotive and film industries. I like being a part of the future. So I’m starting small, watching and being patient.
Despite the excitement, it takes time to build the future.

Please check out the full post at:

And make sure to sign-up!!

Thanks so much,
~MazwoodCap
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Oral History on $ETSY
I put together an Oral History on how $ETSY went from weird and scrappy marketplace in one corner of the internet into e-commerce juggernaut today.


Cast of Characters (in order of appearance):
  • Rob Kalin—Founder/Former CEO of Etsy
  • Chris Maguire—Co-Founder of Etsy
  • Caterina Fake—Co-Founder of Flickr, Early Etsy Investor and Former Chairwoman of the Etsy Board
  • Fred Wilson—Parter of Union Square Ventures, Early Etsy Investor and Current Chairman of the Etsy Board
  • Maria Thomas—Former CEO of Etsy
  • Chad Dickerson—Former CTO/CEO of Etsy
  • Josh Silverman—Current CEO of Etsy

Chronology:
  • 2004-2008: The Early Years
  • 2008-2011: Quite a Bit of Turmoil
  • 2015-Present: IPO to Today

--

This was a blast to put together--let me know what you think in the comments! And don't forget to subscribe as we hope to do more of these!

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$OKTA hitting all-time highs!
After earnings, $OKTA hitting all-time highs.

Check out a Deep Dive I did on them back in August!

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Great article! Lmao your $PING commentary. I'm also not a fan of repetitive negative growth. You peaked my interest in Y Charts. Do you like it? Is it worth it? Where did you pull the valuations screenshots from?
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Week in Review -- November 13, 2020
Below is excerpted from my weekly review which you can find here:

Don't be shy--give it a subscribe and let me know in the comments what moves you!

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What a weird and wacky week, with (potentially) great buying opportunities!
A lot of names were at or near all-time highs last Friday. Then, on Monday, they started going the wrong direction!

In the following chart you’ll see what I was looking at on Monday:
  • A lot of my names dropping from Friday’s highs
  • Taking out the checkbook to do some shopping
  • How they’ve been performing since (and in total)

Then, in the full review, you can find...

  • Brief recaps on purchasing:

  • Brief recaps on selling:

--
Again, here's the link to the full-review:

Hope you enjoy, look forward to your thoughts!
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Oral History: The Trade Desk
With $TTD hitting all-time highs today, I wanted to revisit an Oral History I put together this summer of the company.


Details ⬇️
How is this Going to Work?
All comments are made by the players themselves. I conducted no interviews for this oral history, but rather found other interviews and quotes that are cited below. My job was merely to research and collect the quotes, condense for brevity and continuity, and arrange them to build an interesting story. Quotes may be from the time period mentioned or a later date.

Cast of Characters (in order of appearance):
  • Jeff Green—Founder/CEO of The Trade Desk, Co-Founder of AdECN
  • William Urschel—Founder/CEO of AdECN
  • Kevin Johnson—Former President of Platforms and Services Division at Microsoft, Current Starbucks CEO
  • Roger Ehrenberg—Managing Parter of IA Ventures
  • Dave Pickles—Co-Founder/CTO of The Trade Desk

Check it out--would love to hear what you think of the format in the comments!!

~MazwoodCap
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Company Deep Dive: Lululemon
Put out a Deep Deep on $LULU yesterday!


Some highlights include:
-A revenue breakdown of their company-operated stores and their DTC business.




-A look at their geographic footprint.





-A comparison to $NKE.


And other growth nuggets like:
  • A Men’s product category that is quickly becoming a $1B business on its own
  • Their $500M acquisition of Mirror this summer
  • A newish paid membership program that is slowly rolling out
  • And last year’s announcement of a “Power of Three” strategic plan that includes: doubling of their men's business, doubling of e-commerce and quadrupling their international business by 2023.

Make sure to check it out and subscribe!

Past Deep Dives include: $MELI, $OKTA, and $SNAP!
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$TWLO out with earnings!
$TWLO with a very solid quarter. Stock looks steady after hours.

Great name. Will be interesting to see how it moves in the coming weeks.

Long $TWLO.
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noticed that ARK bought some today...the Segment acquisition has made me a lot more bullish so I may also start a position. Should help a lot with expansion within companies + some new customers.
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