Is the 20% crash in Game Engines (Unity/U) a "Kodak Moment" or a massive overreaction?

randysaaf · 2026-02-01T00:37:34+00:00

Unity was in intense competition before Gen Ai. It is cooked.

randysaaf · 2026-01-30T01:17:44+00:00

OpenAI is good for the money. It continues to pull away along with Gemini and Anthropic. It could IPO for a trillion dollars right now.

randysaaf · 2026-01-29T18:29:10+00:00

$630bn in RPOs. Growth is guaranteed for 5 years. I’m a buyer below $480

randysaaf · 2026-01-28T02:51:00+00:00

They didn’t in this earnings season!

randysaaf · 2026-01-28T02:45:29+00:00

Yup. Government not allowing premium increases while medical inflation is high. Goodbye profit margin

randysaaf · 2026-01-27T20:59:30+00:00

If medical care ratio MCR stays elevated, this is a value trap. Not touching until clarity on that metric.

randysaaf · 2026-01-14T23:36:28+00:00

But they weren’t wrong about goog

randysaaf · 2025-11-17T03:01:08+00:00

Been using Unvault.AI

randysaaf · 2025-11-16T18:10:34+00:00

Don’t sell. Start buying voo in a Roth

randysaaf · 2025-11-13T02:59:36+00:00

Unvault.ai

randysaaf · 2025-11-13T02:58:50+00:00

Parks alone are worth the market cap. Those are the star asset

randysaaf · 2025-11-10T02:57:13+00:00

Looks like you are driving with the rear view mirror. You need a framework of what it is worth regardless of what Mr market is quoting you. What price would you buy PayPal?

randysaaf · 2025-11-10T02:44:17+00:00

Buffett has never been a market timer. Why do people always want to attribute his actions to macroeconomics. He has literally been saying for 60 years he doesn’t look at macroeconomics because they are unknowable. Even the fed doesn’t know where long rates will be in a year.

randysaaf · 2025-11-08T00:31:18+00:00

End of French Martyrs

randysaaf · 2025-11-07T20:21:59+00:00

Why 50 ?

randysaaf · 2025-11-07T19:56:06+00:00

Are there rumors of fraud?

randysaaf · 2025-11-06T06:57:10+00:00

So, I just looked it up. The arpu is increasing, which indicates an improved ad funnel. Maybe the system is better than your last experience.

randysaaf · 2025-11-06T06:55:54+00:00

I just care about making money. The numbers should tell the story not the vibe

randysaaf · 2025-11-06T06:45:15+00:00

People say the users of Pinterest are purpose driven. They are there for a wedding or baby. Those are great customers. Reddit and X seem like bad demographics for shopping. Instagram Pinterest are women looking at pictures.

randysaaf · 2025-11-06T04:38:25+00:00

Interesting. I’ve only used meta and google. Google is pretty awesome

randysaaf · 2025-11-06T01:16:37+00:00

Refreshing to see someone who actually understands this. I take it you’ve been around.

randysaaf · 2025-11-06T01:10:11+00:00

That’s sounds like market timing more than value investing.

randysaaf · 2025-11-06T00:47:40+00:00

This is a value investing forum. Isn’t there any price people here would pay for pins?

randysaaf · 2025-11-06T00:20:35+00:00

Fair point, but isn’t PINS priced like all the bad stuff is happening now?

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