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.”

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:

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

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):

Chronology:

--

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!

After earnings, $OKTA hitting all-time highs.

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

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!

--

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:

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

$VEEV $PTON $PINS $MELI $ETSY $BABA

$DIS $RSG

--

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

https://mazwoodcap.substack.com/p/week-in-review-november-13-2020

Hope you enjoy, look forward to your thoughts!

With $TTD hitting all-time highs today, I wanted to revisit an Oral History I put together this summer of the company.

Details ⬇️

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.

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

~MazwoodCap

Put out a Deep Deep on $LULU yesterday!

Check it out here: https://mazwoodcap.substack.com/p/company-deep-dive-lululemon-athletica

-A revenue breakdown of their company-operated stores and their DTC business.

-A comparison to $NKE.

Make sure to check it out and subscribe!

Past Deep Dives include: $MELI, $OKTA, and $SNAP!

$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.