$APP

Pretty interesting that @davidsenra and @HarryStebbings both interviewed the CEO of @AppLovin (Adam) within a week and each of them said Adam is one of the most impressive founders they’ve ever talked to. Obviously I would agree. Whether you’re an $APP shareholder or not, these interviews are both great listens. The market continues to underestimate Adam and his team… I expect them to keep crushing it… over the past few months they’d started to ramp up their push into ecommerce and performance marketing where they still have less than 1% market share… lots of opportunity for them over the next few years. I think $APP does another 50-55% revenue growth this year with 72-73% net income margins… which means the stock is currently trading at less than 24x NTM EPS… way too cheap with the