Unity Software ($U) Deep Dive w/ Aaron Bush, The Motley Fool

Today I picked Aaron’s brain on all things Unity Software. Aaron Bush is an investor and writer for The Motley Fool. When’s he’s not researching stocks for The Fool, he’s busy working on his other project, Master The Meta, a SubStack dedicated to all things esports and gaming. I’ve followed Aaron on Twitter and read his work regularly.
I wanted him on the show after reading his 5,000 word essay on Unity Software (U). Aaron’s post came days after I published my long Twitter Thread on the company, and I wanted to chat about what he found.

This episode is for those that love deep dives on singular names. We spend nearly the entire podcast discussing Unity’s competitive advantages, potential TAM, future growth opportunities, and potential risks to their bull thesis.

We also discuss the Gartner Hype Cycle and where Unity stands on its graph.

Unity Software Deep Dive Time-Stamp:

  • [1:00] Intro Questions
  • [7:04] What It’s Like To Work at The Motley Fool
  • [10:21] Average Day For Aaron
  • [16:01] Unity Software Breakdown
  • [24:05] Unity Take Rate Analysis
  • [28:19] Gaming First Company
  • [38:02] Measuring Success at Unity
  • [41:24] Unity Operating Results & Metrics
  • [51:43] The Gartner Hype Cycle
  • [59:01] The Verdict on Unity

If you liked this conversation and want to learn more about Aaron and The Motley Fool, check out these links:


This episode is brought to you by TIKR. Join the free beta today at They’re constantly releasing new updates that make the platform better including a new Business Owner Mode that hides share count, market cap and enterprise value. I couldn’t be more excited to partner with TIKR.

***Disclaimer: Nothing you hear on this podcast is in any way, shape or form to be construed as investment advice. The guest on this podcast may hold positions in any/all names mentioned during the podcast. This is not investment advice and investors should always conduct personal due diligence before investing in any security. Past performance of any funds mentioned are not indicative of future returns.***

All content on our website, emails, social media posts, comments on other websites or other material generated by Macro Ops is intended for general information purposes only. None of our content should be considered to be an invitation to buy or sell securities. No content from Macro Ops should be considered individual investment advice. Macro Ops cannot guarantee accuracy of information on the site. Contributors to Macro Ops may have trading or investing positions in the securities mentioned. You should assume that we are likely to take trading positions in the stocks, options, futures or other securities we write about. Macro Ops does not have an obligation to inform readers of a change of opinion on securities mentioned or on a change in our trading positions on securities mentioned. Macro Ops assumes no liability for losses incurred from readers trading securities that are mentioned in any of our content. None of the media brands in the “Featured In” section have directly endorsed our products or services. For full disclaimer, please visit: Copyright © 2020 Foundation Alpha LLC. All rights reserved. - powered by Enfold WordPress Theme