Unity is caught in a mess of Mergers & Acquisitions
Unity (U) is one of my high conviction holdings and I have been buying the stock heavily throughout the year. Lately, the stock has amassed attention as it found itself in a confusing mess of now several merger and acquisition bids. Shortly after closing their first major acquisition of Weta Digital - a $1.625 billion deal - Unity made another bid to merge with ironSource (IS) for $4.4 billion and subsequently received an unsolicited counter-offer from ironSource competitor AppLovin (APP) just a few days ago.
Do not panic: Even at the worst of times
Record level inflation, rising interest rates, and a Russian invasion have put the markets under stress - and even if you have managed to avoid the worst of it, stocks are still as volatile as ever. Investors are worried about the short-term outlook - But here is why you should stay invested for the long-term.
Nvidia is not getting ARM: So what now?
By the looks of it, Nvidia has now finally given up on acquiring Arm, possibly the most important semiconductor firm in the world. Here is what it means and my thoughts surrounding the topic. Will I be selling out?
What the Weta acquisition means for Unity
Alongside Unity's (U) latest Q3 earnings the company sent out a press release regarding the acquisition of Weta Digital. I would like to tell you what Weta Digital is, what the specifics of the deal are and what it might mean for Unity going forward.
Why Coinbase launching NFTs could be huge for the stock
Coinbase has had a rough start after going public in April 2021 but things are now starting to shape up. Coinbase is launching an NFT platform which could be big for the company.
Making sense of the Chinese crackdown
A long list of signficant events have taken place in China throughout this year. The Evergrande situation is only the latest in pushing Chinese markets down. Does this present and oppotunity for you as an investor or should you stay away entirely?
A new media giant is born: The AT&T WarnerMedia and Discovery merger
In what may be some of the biggest news this year in stocks - on May 17 AT&T announced that they were spinning off WarnerMedia to merge with Discovery and creating a new company. The new company, which is yet to be named will be the world's second largest media company upon finalization sometime in mid-2020 only behind Disney.
A situation overview of the semiconductor industry, the shortage and more...
Since my last writeup the world has entered into a semiconductor shortage, intel has put in place a new CEO, Nvidia is going all in on the data center business and much much more...
Tesla purchased $1.5 billion in Bitcoin - My thoughts
Tesla disclosed their purchase of a large amount cryptocurrency Bitcoin - along with an announcement that they will soon start accepting payments in Bitcoin for their vehicles.