After a couple of false starts with other companies, I settled on $U for the most recent version of the Seifel Capital Newsletter.

Two big things struck me:
1) Inherent moat
2) Potential to become a leading technology company

Check it out to learn more https://seifelcapital.substack.com/p/unity-software-nyse-u-summary-research?r=8g8ag&utm_campaign=post&utm_medium=web&utm_source=copy

The report is broken into two parts: summary and details

I included some critical risk factors to be aware of. This thesis is all a matter of perspective.

The thread below has some info as well (just didn't understand the moat at the time!) https://twitter.com/SeifelCapital/status/1319401079902261248?s=20

Lastly, since these company reports take a lot of time, I will be writing about a variety of other investment and market related topics on a weekly basis if a company report isn't ready.

Here's a link to past issues of the newsletter: https://seifelcapital.substack.com/