Investment Thesis: Unity

Unity Software Inc. stands as a cornerstone in the modern digital creation landscape. Its technology is ubiquitous, acting as the invisible engine powering a vast swathe of interactive experiences. Estimates suggest that the Unity engine underpins approximately 70% of the top 1,000 mobile games globally and around 30% of the top 1,000 games available on the popular PC platform, Steam. This prevalence highlights its foundational role in the entertainment sector. However, Unity's influence extends far beyond gaming. Its reach is rapidly expanding into diverse industries, enabling the creation of sophisticated applications in automotive (e.g., in-car human-machine interfaces or HMIs), architecture, engineering, and construction (AEC) for project visualization and collaboration, manufacturing for simulations and operational oversight, and the burgeoning field of digital twins – dynamic virtual replicas of physical assets or systems. At the heart of this expansion lies real-time 3D (RT3D) technology, a transformative force allowing for immediate, interactive rendering of complex virtual environments. Unity positions itself as a leading platform provider, enabling creators across sectors to harness the power of RT3D.

The Quest for Outstanding Companies

This analysis adheres to an investment philosophy centered on building long-term wealth through the patient ownership of high-quality businesses. The focus is on identifying companies that act as essential enablers or platforms within growing markets, possess durable competitive advantages, and demonstrate prudent capital allocation – characteristics that can lead to sustained value creation over time.

Unlock the power of compounding

We are changing the way that people build wealth. If your portfolio is performing below S&P 500 in the last 5 years, then you need to subscribe here. Discover remarkable stories directly to your inbox. As a subscriber, you'll receive the valuable recommendation of an exceptionally outstanding company that are designed to help you build wealth.

Gain access to exclusive benefits by subscribing today!

Investment Thesis: Costco

This is our first idea, we think this exceptionally outstanding business is a good place to start our journey. We believe that it is an excellent choice for a long-term investment that can yield satisfactory returns.

Investment Thesis: Google

This issue’s recommendation is one of the innovative technology companies of our generation. It has a long history of developing new products and services that have become essential parts of our lives. We believe it is an excellent choice for a long-term investment that can yield satisfactory returns.

Investment Thesis: Tesla

The recommendation of the month is a game-changing company in the future of electric mobility. In the rapidly evolving world of electric vehicles (EVs), this company consistently pushing the boundaries of innovation and revolutionizing the automotive industry.

Explore Our Past Recommendations

Disclaimer: Please note that this newsletter is a financial information publisher and not an investment advisor. Subscribers should not view this newsletter as offering personalized legal or investment counseling. Investors should consult with their investment advisor and review the prospectus or financial / stock recommendation of the issuer in question before making any investment decisions. All articles, blogs, comments, emails, and chatroom contributions - even those including the word "recommendation" - should never be construed as official business recommendations or advice. Liability of all investment decisions resides with the individual investor.

Snowball Investing does not provide any guarantees, warranties, or representations, whether explicitly or implicitly, regarding the accuracy, reliability, completeness, or reasonableness of the information presented. The opinions, assumptions, and estimates expressed represent the author's viewpoints as of the publication date and are subject to modification without prior notification. Projections made within the document are based on various market condition assumptions, and there is no assurance that the anticipated results will be attained. Snowball Investing disclaims any responsibility for losses incurred due to reliance on this document's content. It is important to note that Snowball Investing is not offering financial, legal, accounting, tax, or other professional advice, nor is it assuming a fiduciary role.