Thesis: economics, analyst: bristlemoon, sector: IT.
Unity Software is a company that we have followed on and off since its IPO in September 2020. We have always thought that Unity as a business had tremendous potential, with the dominant engine for creating real-time 3D content and a highly complementary mobile ad network for monetizing said content. But from an all-time high of $201 to an all-time low of $14, Unity has been an unmitigated disaster for shareholders over the past three years.
More ... latest change: 2026-02-28
Last updated: 2026-03-07 by automated standardization process
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