I give a buy rating for Unity Software (NYSE: U ), as I believe it is at an inflection point in growth. With its two core segments, CS and GS, and also the launch of Vector, II’m a fundamental, valuation-driven investor with a strong focus on identifying businesses that have the potential to scale over time and unlock massive terminal value. My investment approach centers around understanding the core economics of a business—its competitive moat, unit economics, reinvestment runway, and management quality—a ...