AppLovin: Best Of Breed In Scalability

Dec. 17, 2021 4:51 PM ETAppLovin Corporation (APP) StockAPP5 Comments
Rogue Trader
1.52K Followers

Summary

  • AppLovin combines excellent growth and profitability metrics.
  • The company should be able to scale better than anyone due to the synergistic nature of its segments and its structural advantages in acquisitions.
  • I don’t believe that AppLovin’s valuation reflects its favorable dynamics.
an asian chinese group of teenage boys playing mobile game in the basketball court after school using phone generation z

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Investment Thesis

AppLovin (NASDAQ:APP) is a buy for me. The company combines very profitable and very fast growth in an attractive market. Its software and apps segments work in perfect harmony and make the company exponentially more powerful as it scales. AppLovin

This article was written by

1.52K Followers
Ex HF portfolio manager, Ex management consultant. Now I manage my own money and focus on anything that can create alpha. I will write on any idea I have and lay out my thesis and analysis openly to get feedback from and discuss with the SA community.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of AMZN either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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