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Joey Koh
JoeyKoh_
Notes on $U & its earnings release for Q4'20, FY20Some remarks from an amateur investorTLDR:Mispriced valuations v perfStronger headway to non-gaming verticalsGoodgaming user metrics3% IDFA to FY21 RevsPromised profitability by
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1/ 2020 was the year I started my investing journey. Time will tell, but it was one hell of a ride.I think it's necessary to take a few hours to
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1/ Unity: A twitter thread of my fundamental investment thesis in $U."Democratize game (app) development by making it more accessible to developers"When 94/100 of top game dev companies by rev
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