Jonah’s Growth Stock Deep Dives

Jonah’s Growth Stock Deep Dives

Share this post

Jonah’s Growth Stock Deep Dives
Jonah’s Growth Stock Deep Dives
Deep dive on Unity ($U)

Deep dive on Unity ($U)

Jonah Lupton's avatar
Jonah Lupton
Jan 21, 2024
∙ Paid
1
Share
Jonah’s Growth Stock Deep Dives
Paid subscribers get 2-3 deep dives per month (8,000+ words) and 2-3 mini deep dives per month (2,000+ words) plus access to Jonah's investment portfolio (up +134.7% in 2023), daily activity, daily webcasts and investment models for dozens of stocks
By Jonah Lupton

Paid subscribers to Jonah’s Growth Stock Deep Dives receive ~3 deep dives per month (~8,000 words) and ~3 mini deep dives per month (~2,000 words) plus access to my current investment portfolio (up +13.3% in 2024, up +134.7% in 2023 and up +1,200% since January 2020) plus my investment models and daily webcasts.


I also run a Stocktwits rooms where I post about my investment portfolio and my trading portfolio (up +97.3% in 2023) including morning newsletter, daily activity updates, daily charts, market/macro opinions, quarterly earnings analysis, daily webcasts and much more.

Stocktwits room


Company: Unity Software

Date published: June 2023

Ticker: (U)

Website: Unity.com

IPO date: September 18, 2020 (traditional IPO)

IPO price: $52

Current stock price: $36.32

Outstanding shares: 378.6 million

52 week high: $58.62 on August 12, 2022

52 week low: $21.22 on November 09, 2022

ATH: $210.00 on November 18, 2021

Market cap: $13.750 billion

Net cash/debt: -$1.500 billion

Enterprise value: $15.250 billion

Headquarters: San Francisco, California, United States

Number of employees: 7,700+

Average price target from analysts: $39.29 based on 14 analysts


Next earnings call (Q2 2023): N/A

Investor Relations [click here]

Q1 2023 Earnings Report [click here]

Q1 2023 Earnings Call Transcript [click here]


Outline

  1. Introduction [part 1]

  2. Company Background [part 1]

  3. Opportunity [part 1]

  4. Business Model [part 1]

  5. Competitive Advantages [part 1]

  6. Risks [part 1]

  7. Valuation [part 2]

  8. Investment Model [part 2]

  9. Analysts [part 2]

  10. Technicals [part 2]

  11. Conclusion [part 2]

  12. Additional Sources [part 1 & 2]

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Jonah Lupton, Lupton Capital
Publisher Privacy ∙ Publisher Terms
Substack
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share