Unity Tech + Gamestop Thesis
Disclaimer: IM NOT A FINANCIAL ADVISOR, IM A RETARD. THIS IS NOT FINANCIAL ADVICE. I CANT EVEN READ. WHAT THE FUCK AM I EVEN DOING?
As of writing Gamestop has 4816 retail locations, where 3447 are in the US alone, making them the worlds largest gaming retailer.
In its current business model Gamestop relies solely on tangible item sales, and have yet to reap the true benefits of the growing gaming economy. Companies that have reinvented themselves and grown exponentially over time are IBM (wtf who even owns this shit), Amazon (books without pictures), Microsoft (Big Billy Word Doc), Netflix (ask your sister) among others I'd know more provided I could afford real education.
The gaming sector is growing like a MOFO. Apes like me even play games while taking a shit. This is why youtube vids have subtitles, shhh, so we can hear/read whats going on while shitting in mall toilets. Nobody gives AF anymore, legs falling asleep while playing games, 60 % of which are made with Unity.
So why does this even matter? Why is this relevant for Gamestop? Hey focus.
Growth of the Unity platform is done via learning, whereas Unity currently earns through ad revenue on Apple. Apple says HEY WTF, YOU CANT DO THAT IN IOS 14, and Unity has to discover new ways to make money from their engine.
Learning is currently sold to private companies, but there is still a massive potential to scale learning into the public sector – think all of Europe where universities are basically free. There is an absolutely huge potential in selling here. Moreover, there are countless dev bootcamps popping up that lack a unified brand like Gamestop. Unity, Gamestop, Unity, Gamestop, see?
With nearly 5000 locations there is a massive potential to teach apes about coding, there is mutual benefit and earnings potential for both companies.
E-learning and gamification is used by all companies in all sectors, even hospitality, which will benefit the most in the coming months as dear USA opens up again. Apple is toying with the idea of moving into AR/VR. Who leads that shit? UNITY. Where will they teach that to the apes of the world? GAMESTOP.
Apple could be a bad boy and buy Unity before Gamestop gets a chance to work with them, I dont know. Im making this up as I go buying all three companies during the duration of this dip.
I like gaming. Gaming is booming. Gamification is everywhere. Gaming isn't just Call of Duty. Education is moving into e-learning. There are giant book publishers that are targeting gaming too, I would know them too if I read books.
Submitted February 23, 2021 at 03:26PM by maksybala
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