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#	AUTHOR DATE SUBJECT
8	member 8/08/24 9:32AM Time to revist? 13x run-rate FCF seems like a gift 7
The market appears to be giving investors a gift with the current mispricing in the shares. AppLovin continues to deliver an unusual combination of growth and profitability at a price that is roughly 1/2 the... login to read the rest view available tags
5	member 5/10/23 4:00PM Market share
Oldyeller, thanks for the interesting write up. Curious if you can provide more thoughts on who you believe APP is losing share to and whether if they were to divest the Apps business if that... login to read the rest view available tags
2	member 5/09/23 10:50AM Actively looking to sell game studio business
I understand your concerns regarding the CEO's sale at the absolute bottom, but I think your memo is actively misleading regarding the studio business. They are actively looking to sell their Apps business...so hard to... login to read the rest 1 view available tags