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Wyatt Hubble: 1 Company Headed for Mass Adoption 👀
New technologies, ideas, and innovations have always been met with confusion and denial. It’s human nature.
It’s the fallacy: “Things have been this way my entire life, and they’ll continue to be.”
Almost everything we use on a daily basis was once thought to be ludicrous and a fad — things that have changed the way the world works.
Cars, the internet, airplanes — the list goes on . . .
All of these innovations were once laughed at and mocked. Now, they’re as commonplace as sugar in tea.
I came across the best example I’ve seen of this phenomenon on YouTube, yesterday. It shows people in 1993 reacting to Burger King accepting credit cards for the first time.
New technologies, concepts, and ideas go through this phase: a pushback by the majority with a handful of early adopters.
Most of our companies are in this zone now, but in a few years, they’ll be the norm.
Artificial intelligence (AI) is seeing the fastest adoption rates, and this company is capitalizing on this trend.
1 Company Headed for Mass Adoption
Unity Software Inc. (NYSE: U) is the world’s leading platform for creating and operating interactive, real-time 3D content.
U’s platform provides a comprehensive set of software solutions to create, run, and monetize interactive, real-time 2D and 3D content for mobile phones, tablets, PCs, consoles, and augmented and virtual reality devices.
U reported a strong second quarter, with revenue and adjusted EBITDA exceeding guidance. It reported revenue of $533 million, up 80% year over year.
In addition, U has upped its guidance in Q3 and is projecting revenue of $540 million to $550 million.
U has used AI for years, but this past quarter, it made significant improvements to the algorithms. What this means is a better product and a better return on investment (ROI) for its customers.
U has 1,330 customers that pay over $100K compared to 888 the same time last year.
U has $1.64 billion in cash, representing 13% of its $12.89 billion market cap.
With U’s rate of adoption clearly ramping up, we’re bullish on its future.
Uncut Gems 💎
We have plenty of companies that are still in the early adoption phase.
To see what other hidden gems we hold, click here!
#GBC100: Thursday, September 21, 2023
Today, we’re selling Splunk Inc. (Nasdaq: SPLK) out of the #GBC100 portfolio. Cisco Systems Inc. (Nasdaq: CSCO 0.00%↑) acquired SPLK 0.00%↑ for $157 per share in cash.
Selling SPLK 0.00%↑ out of the portfolio will give us over a 100% gain! Nice job!
Additionally, to replace SPLK 0.00%↑, we’ll add the new publicly traded company, Instacart (Nasdaq: CART). CART is a technology business that enables connections and transactions between users, retailers, advertisers, and shoppers.
Retailers connect with CART to have their goods available to be searched, selected, and purchased on its platform. CART generates revenue by collecting a fee per transaction on its site.
Currently, CART is trading around an $8 billion market cap. We believe the potential is massive for this company, and that it will provide us gains just like SPLK 0.00%↑ did.
Tomorrow: Dan will be back with another great Substack! 🙌
Like Wyatt laid out in his piece, many of the innovations we find normal today were once seen as unrealistic — even ridiculous.
Here at ATG, we try to see beyond what’s currently accepted. We’re all about the future! 🤩
So, we thought this might be a fun time to ask our readers a question . . .
What’s an innovation or technology that — in its early stages — you found unbelievable . . . but now see as common?
Let us know in the comment section! 👇
On Thursday, September 21, 2023, we hope to hear from you!
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Agree unity is a buy. With spunk ever a recommended trade alert, or simply listed within the GBC 100?
Paul, that video was amazing. I was high school and college in the 90s, so it doesn't feel that long ago. The best part was at the end when someone said, "I can't imagine this on a daily basis." Today I can't imagine paying with cash.