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The Unity Dumpster Fire Goes From BAD TO WORSE | Why I'm Selling $U Stock ... Again! 

Long Term Mindset
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9 май 2024

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Комментарии : 72   
@druiz012
@druiz012 2 месяца назад
Great overview. I sold at $45. You saved me the trouble of looking at this again at $21. Thanks!
@Marnild
@Marnild Месяц назад
Good sell :)
@michaelramsey3643
@michaelramsey3643 2 месяца назад
No matter how good the product is, or how ascendant the industry is, it just does not pay to own companies with bad management, and Unity's management has proven themselves incompetent over and over again. Thankful I didn't buy back in, even though I was tempted. That board is just pure trash.
@JuliusSorensen
@JuliusSorensen 2 месяца назад
It can't get much worse though😂😂A few good news and the stock usually soars like crazy - and they still have their partnership with Apple. I think I'll keep my small position as a moonshot, hoping they can turn this dumpersterfire around, because they literally have a diamond in the rough, but terrible management taking wrong decision after wrong decision
@bsmba1347
@bsmba1347 2 месяца назад
everyone hating on U now and he's selling. i don't own shares but it's now looking like a buy to me down here 😅
@claypool7897
@claypool7897 Месяц назад
Yeah I never owned it, I might make a small bet on the new CEO at these prices
@plasmaarmelund
@plasmaarmelund 19 дней назад
As someone who worked there, let me tell you tell you that the company was rotten to the core. From the c-suite to the SF HQ insular gang who behaved as if they were the most important part of the company even though it was founded somewhere else. It will take years to repair all the damage done by incompetent people in management and their external reputation might be impossible to fix.
@tnguyen8633
@tnguyen8633 5 дней назад
Interesting insight bro thank you
@samuelmandel4537
@samuelmandel4537 2 месяца назад
I really enjoyed seeing you so fired up. It shows that you are personally invested in the companies you own. And ensures my trust in you! I would like to see you get fired up more often
@PoppAlexander
@PoppAlexander 2 месяца назад
Me too...haha...I sold at $89 way back, and always wanted to find a way back into the company, but after this it will take a while until that will happen again!!!
@freddiejonesy6168
@freddiejonesy6168 2 месяца назад
What if all of his positions are doing well?
@stoffelbrian
@stoffelbrian 2 месяца назад
Ha, don’t worry - that’ll never happen
@freddiejonesy6168
@freddiejonesy6168 2 месяца назад
@@stoffelbrian LoL
@kquehdbfkswu23
@kquehdbfkswu23 2 месяца назад
Hi Brian thank you for the knowledge and updates you keep sharing. Is there any chance you can do Nio stock. Cheers.
@antwonsupamon3947
@antwonsupamon3947 2 месяца назад
Sold when you recommended it last ! Thank goodness !
@TemujinBC
@TemujinBC 2 месяца назад
5:02 "I'm a little fired up" 😂 Fired Up Brian is BEST BRIAN
@ginvest273
@ginvest273 2 месяца назад
Thank you for yet another excellent analysis. I cancelled my open order to buy U@21·5, will not touch it no matter how low it goes
@conjames2242
@conjames2242 2 месяца назад
Meta should buy Unity
@febe9016
@febe9016 2 месяца назад
Looks like a good acquisition candidate to me.
@jjking1322
@jjking1322 2 месяца назад
Thanks!! I also decided cut loss on this shit.
@ob_r9075
@ob_r9075 2 месяца назад
What do you think of their competitor applovin? They seem to do fantastic job!
@joecoupon8299
@joecoupon8299 2 месяца назад
The appearance is to lower the price to it's floor so that it can only go up from there. The new boss is not the old boss.
@theresamorgavi9196
@theresamorgavi9196 2 месяца назад
Great video! fire the CFO
@cerendurmus8541
@cerendurmus8541 2 месяца назад
But weren’t you guys a fan of the previous CEO? I remember he had a whole interview in a big Fool event a few years back. He was being presented as some sort of a genius.
@method341
@method341 2 месяца назад
Motley Fool is a joke
@thefourthnorseman
@thefourthnorseman 2 месяца назад
The interviews at that event were a pretty big oof. Riccitiello (Unity CEO), Skillz CEO, some influencer... I'm not hating on the MF overall, but some of their mistakes have been real bad over the last few years. Having said that, I don't see what it has to do with the Brians. From what I understand, they're contractors, not Fool personnel. And even if they were, there's people higher up to point the finger at.
@method341
@method341 2 месяца назад
@@thefourthnorseman if you know me anything about investing, you will know that MF is a joke amongst the investor community
@rtorcato
@rtorcato 2 месяца назад
what do you guys think of Ubiquity $UI and do you think Unity could ever be bought by Adobe
@UziGameGP
@UziGameGP 2 месяца назад
I hope adobe doesn't waste money on this trash
@ToTheNines87368
@ToTheNines87368 2 месяца назад
These guys should just focus on making the best god damn video game engine they can. Everything else is a distraction.
@bluezaton
@bluezaton 2 месяца назад
Risky, but could get acquired, they have a decent product
@maustin325
@maustin325 Месяц назад
Would you add Applovin?
@geolykos
@geolykos Месяц назад
I got 15 shares of this and thought there’s not much point selling as I’m down 65%. On the other hand, it looks like it might never turn around so might be worth the loss to invest somewhere better.
@NEHARANJ
@NEHARANJ 2 месяца назад
Why to track such company and waste time
@erikm9768
@erikm9768 2 месяца назад
The stock based compensation is driving me NUTS. I'm so angry i bought this stock
@bluezaton
@bluezaton 2 месяца назад
Growth companies tend to do this and should be expected
@erikm9768
@erikm9768 2 месяца назад
@@bluezaton They are barely growing... I feel like they will never turn a profit, just constant dilution even 10 years from now
@maximilianmander2471
@maximilianmander2471 Месяц назад
I think Unity will only be willing to really change something and listen to their community if they loose a lot of money. And that is the problem. It feels like they are so detached from their community that they totally forgot why they were successful in the past. It were the people developing games on their engine. I think the reason why Unity didn't drop very hard by now is, that game developers still finish and publish their games, that they startet on this Engine, but after that, a lot of people will probably switch to Unreal Engine or Godot..
@EunminLeeRandom
@EunminLeeRandom 21 день назад
It will go up
@javierarchegos
@javierarchegos 2 месяца назад
I thought the Apple CFO doing buybacks at 28pe ratio was bad management now we just found someone even worse.
@UziGameGP
@UziGameGP 2 месяца назад
Apple buybacks are to keep the stock up as a strong, safe haven so investors keep buying. Not a bad idea at all and has nothing to do with valuation.
@kitty99288sjsw
@kitty99288sjsw 2 месяца назад
WOW, Unity is so bad even investors complain.
@RockingSanta
@RockingSanta Месяц назад
Sold at 19... This one hurt.
@reelestate1897
@reelestate1897 Месяц назад
Imma just hold on to 10. May go to 0 but theres too much to gain here.... same sentiment i have with SPCE
@TheZehahaha1
@TheZehahaha1 2 месяца назад
This is what happens when you pick on and tick off your customers.
@thefourthnorseman
@thefourthnorseman 2 месяца назад
The new CEO looks like more of the same of Riccitiello - his career history screams FORCE MONETIZATION and MOBILE OVER EVERYTHING which is exactly the opposite of what I want to see from Unity. I sold as well. FCF going from 60M to negative 13M was the last straw. This video just gave some more conviction to that decision.
@gambaweb
@gambaweb 2 месяца назад
Learned leçon : bad management = don’t buy
@sandycay4085
@sandycay4085 2 месяца назад
You make money when you take risks 😂
@weho_brian
@weho_brian 2 месяца назад
you also lose money when you take risk, more often than not
@sanjeevgig8918
@sanjeevgig8918 2 месяца назад
IF you show a wrong chart and talk about it - you can re-do and EDIT the dang video ... like every other RU-vid pro out there ;-) LOL
@ronaldoalv17
@ronaldoalv17 2 месяца назад
It's going to the $4- $5 there's nothing there was just covid just like the fintechs gaming all of these junks are in their 4 years in the downtrend and will continue another 80%
@bdouble3944
@bdouble3944 2 месяца назад
It reminds me of wolfspeed but worse if possible
@SneakyWoolCloth
@SneakyWoolCloth 2 месяца назад
When he came out and said you will have to pay pr installment i knew it was over for this company 😂😂😂 There is no coming back from that
@frankchenhua
@frankchenhua Месяц назад
The future of unity is brighter than this
@Chris-vz2kv
@Chris-vz2kv 2 месяца назад
This video was unintentionally so hilarious. I hope you continue to cover awful shit companies 😂😂😂😂😂😂
@HelloWorld-hb7yt
@HelloWorld-hb7yt 2 месяца назад
what happened in 2021 when you had 448% return, then it dropped by 70%?
@stoffelbrian
@stoffelbrian 2 месяца назад
The market has a major valuation reset. Notice the other two lines fell precipitously
@bdouble3944
@bdouble3944 2 месяца назад
Totally a dumpster fire
@yutakman1587
@yutakman1587 Месяц назад
Worst stock in the world history
@SD-hy2fd
@SD-hy2fd 2 месяца назад
Lol this aged well, it's already up 6% after Friday oversell. If you talk to anyone who's actually worked within Matthew Bromberg's chain of command they'll tell you he's a legit guy who actually made shit happen in both EA and Zynga. Jim and Matt combination can be very good by end of year. Turnarounds take time, and they always look worse before they get better. It's not the time to panic sell, we're not flaky traders
@pacasad7373
@pacasad7373 23 дня назад
Price today not too flash!
@method341
@method341 2 месяца назад
This has been junk for three years now. Forget about it and move on. It's going to $5.
@BradfordSmith3D
@BradfordSmith3D 2 месяца назад
Really interesting analysis. I've worked in the games industry for 20 years, and while Unity does have strong market share of a certain segment, they simply can't compete with other leading engines in other spaces. And the tools aren't very useable (they aren't widely adopted professionally, so it's hard to imagine theoretical UGC adoption). And the services segment won't mean anything if no one wants to develop on their platform.
@ginvest273
@ginvest273 2 месяца назад
Thank you for the insight
@stoffelbrian
@stoffelbrian 2 месяца назад
Agreed
@Jens640
@Jens640 2 месяца назад
I am a gamer and programmer myself and I got the impression that unity is very popular with indie dev studios. So I think the problem here is not a bad product but bad management
@stoffelbrian
@stoffelbrian 2 месяца назад
That’s definitely the problem. It’s also why this is all so frustrating
@Bull-In-A-Bear-Suit
@Bull-In-A-Bear-Suit Месяц назад
I'd rather spend money @ Red Lobster
@yimengdong3519
@yimengdong3519 2 месяца назад
So sell for a loss😂?
@AlanAC22
@AlanAC22 Месяц назад
I start accumulating now at 19
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