Trending Assets
Top investors this month
Trending Assets
Top investors this month
Unity Software $U AppLovin Deal
Unity has been in investors' crosshairs as of late for MANY reasons. All of them are extremely credible and Unity will have to answer these concerns including if their data issue has been fixed or not. However, in light of the AppLovin deal for $U this makes it an interesting time to buy shares or add to a position.

Obviously, AppLovin saw something with the IronSource deal Unity made that would put them at a huge disadvantage. To me, this deal is AppLovin making a desperate play to stop Unity from buying IronSource. If AppLovin, one of Unity's competitors, sees this as a threat then it might be an okay acquisition for Unity after all.

Two Positives

  • Unity gets bought by AppLovin you get a little bit of a premium to where the stock is currently trading, however, not as much as you would think with the current movement in $U shares today
  • Unity doesn't get bought but with IronSource poses a very strong threat to the competition

Disclaimer due your own due diligence. I am not suggesting you buy shares based on this article. Unity is a very risky stock. Please do your own research and make your own decisions.

WSJ
AppLovin Proposes $17.5 Billion Deal to Buy Unity Software
The all-stock offer would create a one-stop shop of tools for mobile-game and other app developers.

Conor's avatar
$13.8MFollowers
Related
Already have an account?