AppLovin's unique financial profile misunderstood
The CEO argued that AppLovin's extreme profitability and growth profile (e.g., ~84% EBITDA margins with high revenue growth) is so unique it leads investors to suspect malfeasance rather than recognize a novel technology.
Sign in to read the full idea
The argument, what validates it, the risks discussed and hearing it from the source are for signed-in members. Free accounts read 3 ideas in full a day. No card required.