u/Yee4614

1 thesis · first seen Sep 4, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d1100%-4.7%-4.7%
3d1100%-1.0%-1.0%
1w1100%-3.6%-3.6%
1m000
3m000
6m000
1y000

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

Thesis history

$APPr/ValueInvestingStock Analysisbullish
u/Yee4614 · 28d agono track record yet

AppLovin - What am I missing

AppLovin appears significantly undervalued at 26x P/E and 0.59 PEG despite 60% QoQ revenue growth, 65% profit margins, and strong competitive positioning with 2-5x ROAS advantage in mobile gaming. The company's expansion into high-growth TAM segments (e-commerce and CTV) combined with solid Q2 results provides substantial upside potential.

At post $318.68Now $312.01-2.1% since postedas of Sep 8, 4:30 PM ET
1d-4.7%
3d-1.0%
1w-3.6%
1m
3m
6m
1y
original post →

End of results.