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FinanceStock Analysis
#RI-6a7aa88c·8 months ago·
1
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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

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