u/Tallwhitedude123

1 thesis · first seen Sep 4, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d000
3d1100%-1.5%-1.5%
1w1100%-2.0%-2.0%
1m000
3m000
6m000
1y000

Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$APPr/ValueInvestingDiscussionbullish
u/Tallwhitedude123 · 24d agono track record yet

In my opinion APP is one of the best VALUES in the market now

APP trades with a margin of safety at 18x forward PE despite 50%+ revenue growth, 80%+ profit margins, and management guidance for 30%+ growth over two years. The company's new e-commerce ad business offers significant TAM expansion, and strong free cash flow generation combined with low debt and high cash support upside to $800-900 per share.

At post $311.98Now $312.01+0.0% since postedas of Sep 8, 4:30 PM ET
1d
3d-1.5%
1w-2.0%
1m
3m
6m
1y
original post →

End of results.