Weekend Digest #313: Research Notes - Unity, Coca-Cola, Estee Lauder
Notes from the road.
Summary
Iran news isn't likely to be meaningful to markets. There's good reason to be bearish here but geopolitics isn't the most probable catalyst.
Research notes: Deep-dive into Unity -- opportunities in the industrial space, healthcare and Unity's underappreciated moat within advertising.
Estee Lauder - I remain bullish though I'm skeptical of last week…
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