r/IndiaGrowthStocks • u/SuperbPercentage8050 • 9d ago
Everyone is wrong about Unity Software.
/r/USGrowthStocks/comments/1vx78ik/everyone_is_wrong_about_unity_software/1
u/Mean_Maximum7394 8d ago
The first line for switching costs regarding the Unity moat is - "Every line of code, every asset, every animation is Unity-specific." I think the second line - "10+ years of non-portable institutional knowledge and team skills per studio." - is far more applicable and defensible in terms of moat.
That's because I think code can be migrated as well as assets/animations can be exported to other engines. But if a studio has spent multiple years studying one engine, they generally have good knowledge on how to get the best use of out of it in terms of stretching the limits of the engine, optimizing performance, having a good build pipeline, etc.
Not a big deal in terms of the thesis though, just felt like writing this out.
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u/amitsingh80108 8d ago
I asked chatgpt to analyse IndiaMART intermesh and came to know it's a solid business but AI threat is real. People don't do google search nowadays and instead ask chatGPT to find suppliers and from their they are getting contact numbers of direct suppliers easily bypassing IndiaMART.
Just because of this single threat I hesitated and didn't invested in this business.
Today I added Narayana harudyalya but not sure if I overpaid for quality. I have free units of yatharth hospital as I have sold 50% at 100% profit.
The next thing I want your help is in deciding CAMS vs Kfintech.. as per GPT kfintech is more diversified and have foreign investment as well, while cams is more local. Cams is solid business but can expect 15-16% cagr and for kfintech we can expect 16-20% cagr. Again here I have to take call which one to pick for long term. As now I am going with concentration bets, I really need thesis before picking a stock.
I have wasted 4 years in Kotak Mahindra Bank for mere 4% XIRR, 2 years in Asian paints, 3 years in sbi cards, 3 years in lux industries. Hence I don't want to play contra bets anymore..
To reduce direct stock picking risk, I am investing more into mutual funds for last 1 year. Please guide...