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Tactical Trades

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Tactical Trade opportunities in Software and Gaming

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Blackshore Research
Feb 03, 2025
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Unity (U)

  • Why It’s Interesting: Unity has been on my radar for both technical and fundamental reasons. On the fundamentals side, their recent earnings showed improving free cash flow (FCF) and EBITDA, plus they’ve got a new ad platform set to launch in 2025. If it competes well with AppLovin (APP)—which soared off its own turnaround story—Unity could see…

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