Unity Software - Brilliant Business, Mediocre Management?
Unity Software has built an engine that powers creators across gaming, film, and industry – but their management team threatens to tear down the brilliant product and attractive business model with moves that manage to peeve just about everyone involved.
A peep into my portfolio. Operating as the leader in a critical industry with huge tailwinds and an estimated...
Recapping a Week in the Markets: Nov.13 - Nov.17
Dentalcorp is the leading serial acquirer in a fragmented and resilient healthcare industry. With revenues...
A First Look at Jamieson Wellness - a small-cap Canadian company with significant industry tailwinds...
Recapping a Week in the Markets: Nov.06 - Nov.10