I took a loss on $IS to buy more of $U and here are the reasons:

$IS has more matured mediation platform than $APP and $U. However, $APP - has more diverse game company portfolio (IS is focused on hypercasual as of now), with the acquisition of MoPub and MAX they have good chance to be the leaders in mediation and $U is the first choice for interactive content creators. Although new mediation platform, it seems promising. Off all three companies, I have higher level of confidence in $U. So, I sold $IS to buy $U.