Reformed Investor @ReformedInv
Joined August 2024-
Tweets87
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Followers71
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Following125
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Likes24
Current Holdings: 1) $U 21.2% 2) $HROW 15.2% 3) $GLBE 14.5% 4) $PUBM 13.1% 5) $NBIS 10.7% 6) $UWMC 9.8% 7) $CLPT 4.7% 8) $GSRT 4.6% 9) $TMDX 4.4% 10) $WOLF 2.4%
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$U we are focused on Vector in the short to medium term but the future is clear.
$U we are focused on Vector in the short to medium term but the future is clear.
$U Tic Tac
Not good specially after losing Jim!
Not good specially after losing Jim!
$U I honestly don’t understand what kind of fundamental analysis Ark Invest does but I believe this will play out in the LT. Obviously not the same magnitude but by simply not understanding the stocks they buy. I personally use Ark as a contrarian indicator for turnaround plays
$U I honestly don’t understand what kind of fundamental analysis Ark Invest does but I believe this will play out in the LT. Obviously not the same magnitude but by simply not understanding the stocks they buy. I personally use Ark as a contrarian indicator for turnaround plays
$U in a few years #industry will be the second biggest contributor to revenue after #ads. Industry has been growing quietly, developers trying tools, spreading the word. Now we are seeing real outreach, more proactive moves. unity.com/resources/seik…
$U if you assume a 10% revenue growth rate for the next 10 years, of course it is “grossly overvalued” as the writer suggested, which is the least probable outcome (I will explain in a post later). If you are gonna take time to write an article please do your homework.
$U if you assume a 10% revenue growth rate for the next 10 years, of course it is “grossly overvalued” as the writer suggested, which is the least probable outcome (I will explain in a post later). If you are gonna take time to write an article please do your homework.
$U Minion Rush shifts to Unity engine after surpassing 1.2bn downloads. The move to the tech will bring with it a major visual overhaul to refresh the game’s aging look. pocketgamer.biz/minion-rush-sh…
Reformed Investor retweeted
If I'm right about a stock, I can 2x, 10x, or 100x my money. If I'm wrong about a stock, I learn an important lesson and get a tax write-off. Either way, I win.
$U Agreed! Everyone should understand Unity is a turnaround investment. Judging their efforts with Vector now is like judging a book after reading the first 5 pages. They’ve missed promises in the past, but give them 9-12 months to deliver. If they don’t, I’m out. Patience is key
$U Agreed! Everyone should understand Unity is a turnaround investment. Judging their efforts with Vector now is like judging a book after reading the first 5 pages. They’ve missed promises in the past, but give them 9-12 months to deliver. If they don’t, I’m out. Patience is key
$U I have waited 2 years watching them clean the C-suit before I started buying shared. For me the best time to measure this turnaround is at the back of this year and early next year in both Create and Grow segments, barring a major macro headwind.
$U I have waited 2 years watching them clean the C-suit before I started buying shared. For me the best time to measure this turnaround is at the back of this year and early next year in both Create and Grow segments, barring a major macro headwind.
$U updated model for 2025 Assumed revenue growth: -10% to +25% 25% SBC reduction based on guide Shares outstanding: 415M Adjusted EBITDA Range (20x to 40x) P/FCF Range (25x to 45x) P/S Range (4x to 15x) Base PT Range: $25.69 to $50.25 🙏🏽
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