AppLovin: Time For Some Loving

Mar. 11, 2022 3:45 PM ETAppLovin Corporation (APP) StockTWTR, APP2 Comments

Summary

  • AppLovin has seen solid operating performance since its public offering last year.
  • I am happy with the pace of growth and recovery of margins which, together with a pullback in the share price, has created greater appeal.
  • I start to like the situation here, being quite impressed with the operational performance so far this year.
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Like so many technology names, shares of AppLovin (NASDAQ:APP) have not received much loving as of lately, despite a bolt-on deal as of recent as well as a buyback program.

My last take on AppLovin

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Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in APP over the next 72 hours. 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.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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