APP

"انخفضت أسهم شركة AppLovin بنسبة 50% منذ بداية العام، والجميع يعتقد أنها فرصة شراء واضحة."

"وهنا يجب أن تبدأ بالنظر إلى ما لا ينظر إليه أحد الآن: أسباب عدم شراء أسهم AppLovin."

"أما AppLovin، فتركز بشكل أساسي على تطبيقات الجوال، وخاصة الألعاب، وتُحقق إيراداتها من الإعلانات القائمة على الأداء، لذا فهي تُركز على مؤشرات مثل التحويلات وعائد الإنفاق الإعلاني."

"تتقارب AppLovin وTradeDesk مؤخرًا، وهناك بعض أوجه التشابه بين الشركتين . كلاهما شركتان أمريكيتان رائدتان في مجال تكنولوجيا الإعلان، مدرجتان في البورصة."

"من الجيد رؤية رد فعل AppLovin. نحن دائمًا نرغب في أن تتصدى الشركات لهذه التقارير مباشرةً، وأعتقد أن AppLovin قد أحسنت القيام بذلك في معظم الأحيان."

"Make Lovin. It's AppLovin. And I don't know why I keep thinking about McLovin every time I hear this. Guys, this is probably the most fascinating one of all the companies. It's down 54%, but here's the mind bender. Unlike the other two, its business is absolutely on fire."

"All right, back to the buy side. And this might be the most interesting debate on Wall Street right now. Apploving. Now, their software helps app makers show ads and find new customers. It's one of the market's single biggest winners in 2024 and 2025."

"Maybe this could be a good M&A. I don't know, but these are the similarities and differences between, I picked these three players. Of course, you, you can go and have a look at all the other players out there. And so, if we look at the bull and the bear case. For the bull case, it's, of course, the growth is there, the profitability is there, the new vertical is growing quite nicely. The SEC inquiry has closed and pricing wise, it is quite cheap. On the bear case, the growth depends on unpredic"

"in today's episode, we are going to go and have a look at a company called AppLovin, ticker symbol APP."

"at one point, this thing was trading at 34, close to 40 times sales, which, if you ask me, makes absolutely no sense. The PE, the trailing PE sits closer to 24 times and price to free cash flow, we are sitting right now closer to 23 times. Previously at the peak here was trading closer to 75 times. Again, when you then look at the pricing multiples, this company did get a huge premium from the market, which you can make the point and say, look, it didn't make sense. Okay, maybe from an earnings "

"I'm not saying AppLovin is the Trade Desk, but we've seen these stories before. And for the sentiment around the name to be much better than what it is right now, the company needs to execute and prove the market wrong."

"I don't need this name at the moment. Although, if they can prove the market wrong, then I do see this name outperform the market for the foreseeable future."

"So, for AppLovin, it's a closed proprietary system built from the outside, a walled garden the company built itself."

"Then we have AppLovin, Royalty Pharma, and Booking Holdings."

"Mastercard, GE Vernova, AppLovin, TJX, Nextracker, Vivint Smart Home Systems, Yum! Brands, and uh FICO."

"I'll consider buying stocks like AppLovin when they reach these lower levels."

"I didn't buy the dip on stocks like AppLovin that were getting absolutely hammered this week."

"And easily the strangest story of the bunch and that happens to be Apploven."

"Some people also like AppLovin."

"AppLovin we just looked at, you might know that one."

"Well, let me give you two examples. Let's go look at Tesla and something called AppLovin, APP is the ticker. People get really surprised by this, because hype isn't automatically the enemy here. AppLovin is a genuine high growth darling, AI powered advertising, something like that. And it's the real thing. Very, very extraordinarily good margin, like almost 90% gross margin, which is just incredible. Very hard obviously to replace them, they're doing something right. They're generating cash flow"