APP
2 tracked calls · 2 long · 0 short · last 90d: 1L/0S
first called by Invest Like the Best 6mo ago
LONG1mo ago
“We're less than 0.01% of the market share … we have north of $12 billion of ad spend compounding at 70% year over year.”TBPN
AppLovin's e-com ad business compounds 70% YoY from under 0.01% share, massive runway untapped.
APPLONG@ $508.90
$395.83-22.22%
since call Jun 15
LONG6mo ago
“The best example of this is a company called AppLovin. AppLovin is a $100+ billion company. They drive one outcome really well. Mobile app installs.”Invest Like the Best
AppLovin controls the mobile app install ad stack end to end; durable outcome-delivery ad engine.
APPLONG@ $549.36
$395.83-27.95%
since call Jan 29