Go onto YouTube to see it in reality, it’s in beta and a call to attract developers.

If it was 100% ready, the stock price won’t be where it is today, you have to be in before the masses.

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.

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.

Market has not realised it yet, since people are looking at EPS.

Unity has posted its first profitable quarter in the company's 18-year history, albeit on a non-GAAP basis. In a letter to shareholders, the company reported a non-GAAP operating profit of $13 million for the three months ended December 31, 2022.

Let me quote you the CFO’s statement on their earnings call on 22 Feb 2023: “Now what happens then is that we expect to significantly improve profitability in 2023. If you look at – we had a loss of $90 million non-GAAP in 2022 and we expect adjusted EBITDA to be about somewhere in the range of $230 million to $300 million in 2023, so very significant swing from one year to another. Now what’s interesting is in 2022, we were only profitable in Q4. In 2023, we expect obviously to be profitable every single quarter.”

They have been profitable since q4 2022 and will be profitable going forward as confirmed by their management who has a 100% guidance record.

Unity is at basement prices, it’s my biggest position. They were profitable in Q4 2022 and expect to be profitable in every quarter in 2023. Most of their expenses are stock based compensation and is manageable if needed. They will certainly survive any downturn.

More than 60% of the mobile market is using Unity, and mobile gaming is growing exponentially. There are macro themes such as metaverse, AI, VR, medical and the shift to mobile.

Unity AI was launched last week, using chatgpt to create virtual worlds will be mindblowing.

Unity is a 100-200 stock easily within 2 years.