Couch Investor

"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."

"And if I need another advertising player, I also have that in a Google or a Reddit."

"When I see a Meta trading at the current valuation that it's trading at, yes, even with all of the negative headlines around that name right now, I much rather own this than another advertising player."

"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."

"The Trade Desk was cheap before, but every quarter, it became worse and worse, and cheap can become cheaper, low can go lower. I'm not saying AppLovin is the Trade Desk, but we've seen these stories before."

"Of course, as we've seen with Meta, recommendation systems are getting better and better. You will need more compute."

"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"

"As for Unity Vector, of course, with Unity, they own the game engine itself. They also have an advertising business, which has been doing much better than what the business itself has been doing over the past four years or so."

"As for Meta, of course, there is a bit more similarity here with that so called black box AI auction, but Meta is just much, much bigger."

"Of course, the whole thing for the Trade Desk is to serve the open internet."

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

"We've seen that with a Meta, we've seen that with a Trade Desk, with Unity, with Vector and some other players out there."

"We've seen that with a Meta, we've seen that with a Trade Desk, with Unity, with Vector and some other players out there."

"We've seen that with a Meta, we've seen that with a Trade Desk, with Unity, with Vector and some other players out there."

"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 "

"how they compare with a Trade Desk or a Meta or a Unity."

"how they compare with a Trade Desk or a Meta or a Unity."

"how they compare with a Trade Desk or a Meta or a Unity."

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

"then we have TSM, Core Weave, Arm, Amazon, Uber, Snow, Microsoft"

"then we have TSM, Core Weave, Arm, Amazon, Uber, Snow, Microsoft"

"then we have TSM, Core Weave, Arm, Amazon, Uber, Snow, Microsoft"

"then we have TSM, Core Weave, Arm, Amazon, Uber, Snow, Microsoft"

"then we have TSM, Core Weave, Arm, Amazon, Uber, Snow, Microsoft"

"7.7 in Meta"

"Brad, number one position here is 19% Nvidia"

"Then we have 5.7 in Micron, then we have Cerebras, Meta calls, A lab, etc. etc."

"Then we have 5.7 in Micron, then we have Cerebras, Meta calls, A lab, etc. etc."

"Nvidia we have five buyers and 13 sellers all in all"

"As for Microsoft, barely anyone touched this. One buyer, one seller."