Verified Submission
FinanceStock Analysis
#RI-6a7aa88c·5 months ago·
1
Author avatar
Lookback: Q3 matters a lot now

AppLovin's Q2 results are not thesis-breaking

Revenue still grew 53% but ad model didn't improve as much

What I wish I knew
"More about AppLovin's moat and dependence on Apple and Google"
If I could tell you one thing
"Buy AppLovin at current price if Q3 results are good"
0
2/10
Positive or neutral outcome.
Would make the same decision again.
SettledMixedSevere

Advice for Someone Facing This

Short, upvotable wisdom. The most helpful rises to the top.

No advice yet. Be the first to share wisdom.

Discussion

React, question, or discuss this decision.

Sign into join the discussion
Finance Category
49
Finance decisions logged. Avg regret 4/10 across the category.
Same Outcome Band
49%
of Finance decisions land in the settled band the same as this one.