一朝游戏一航梦
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$Snap Inc (SNAP.US)$ is this worth buying since its a bit cheap ?
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一朝游戏一航梦
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$Iris Energy (IREN.US)$ A letter is an opportunity to buy. If you don't believe it, don't say anything; what to do
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$DouYu (DOYU.US)$ ask for help
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一朝游戏一航梦
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$Unity Software (U.US)$
Many of Unity's layoffs in January and February had little impact on lower-level employees. They only cut a few big fish after the new CEO arrived, which was far from enough.
Unity's stock incentives account for high compensation, which many analysts have emphasized. When stocks fall, it is necessary to issue more stocks to attract or retain people, because companies need to issue bonds to maintain cash, which invisibly forms a vicious cycle.
The number of shares of many executives is frightening, but they are still being issued. Looking at the company's equity information change announcement throughout June, all of the increases in holdings were compensation shares newly approved by the board of directors, not private repurchases. Many stocks were also released during mergers and acquisitions 1-2 years ago. Now that the lockdown period has passed, they are all beginning to dilute the market. The company seems to have proposed a 2 billion dollar share repurchase in 2022, which will last until 2024, but it spent 1.5 billion dollars at the end of 2023, and many big fish successfully left the market last year.
Unity is a product I've always used, but the monetization of the product can't support such a high market value, so Unity only uses its own advertising platform, so in a strict sense, Unity's stock value comes from the advertising platform, not the Unity game engine itself. Many retail investors like games or development engines. This is a belief. Unfortunately, this huge belief only accounts for 30% of revenue.
Unity requires drastic execution of ironsource...
Many of Unity's layoffs in January and February had little impact on lower-level employees. They only cut a few big fish after the new CEO arrived, which was far from enough.
Unity's stock incentives account for high compensation, which many analysts have emphasized. When stocks fall, it is necessary to issue more stocks to attract or retain people, because companies need to issue bonds to maintain cash, which invisibly forms a vicious cycle.
The number of shares of many executives is frightening, but they are still being issued. Looking at the company's equity information change announcement throughout June, all of the increases in holdings were compensation shares newly approved by the board of directors, not private repurchases. Many stocks were also released during mergers and acquisitions 1-2 years ago. Now that the lockdown period has passed, they are all beginning to dilute the market. The company seems to have proposed a 2 billion dollar share repurchase in 2022, which will last until 2024, but it spent 1.5 billion dollars at the end of 2023, and many big fish successfully left the market last year.
Unity is a product I've always used, but the monetization of the product can't support such a high market value, so Unity only uses its own advertising platform, so in a strict sense, Unity's stock value comes from the advertising platform, not the Unity game engine itself. Many retail investors like games or development engines. This is a belief. Unfortunately, this huge belief only accounts for 30% of revenue.
Unity requires drastic execution of ironsource...
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