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MSFT - Flying Eagle Acquisition Has The Skillz To Win The Game
Microsoft Corporation
FEAC management has a stellar track record, investing in great companies like Bethesda and DraftKings.
Skillz is the pioneer of casual esports, making money for developers and increasing player engagement at the same time.
This opportunity is massive, and Skillz may be the only company that can tap into the market due to multiple competitive advantages.
Despite stronger growth and free reign in a large market, Skillz still trades at lower valuations than Unity, which has a much less attractive growth runway.