u/investorscompass

1 thesis · first seen Sep 4, 2026

Window	Theses	Resolved	Wins	Win rate	Avg return	Median return
1d	1	1	1	100%	+3.3%	+3.3%
3d	1	1	1	100%	+3.3%	+3.3%
1w	1	1	0	0%	-6.2%	-6.2%
1m	1	1	0	0%	-4.5%	-4.5%
3m	0	0	0	—	—	—
6m	0	0	0	—	—	—
1y	0	0	0	—	—	—

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

Thesis history

$APPr/wallstreetbetsDiscussionbullish

u/investorscompass · 75d agono track record yet

Thoughts on Applovin Q2

AppLovin's Q2 miss was temporary; 53% revenue growth and 84% EBITDA margins remain strong fundamentals. At 16.5x 2027E earnings, the stock is cheap for its growth profile, and the selloff appears overdone unless Q3 disappoints.

At post $335.67Now $269.12-19.8% since postedas of Oct 19, 4:30 PM ET

1d+3.3%

3d+3.3%

1w-6.2%

1m-4.5%

3m—

6m—

1y—

original post →

End of results.