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Which podcasts are discussing APP?
11 ATTRIBUTED IDEAS · 9 EPISODES · 4 SHOWS
The shows
The Twenty Minute VC
Invest Like the Best with Patrick O'Shaughnessy
Motley Fool Money
The Meb Faber Show
Where the discussion went deepest
14 MAY14 MAYTHE TWENTY MINUTE VC · 2:30
Price as the vector for SaaS re-rating
“The thesis argued: a company's stock price relative to its strategic narrative determines its vulnerability or opportunity for a re-rating.”
20VC: Anthropic Buys Compute From Elon & Commits $200BN to Google | Cerebras IPO: The Breakdown | Ramp's $40BN Latest Valuation
In depth · 4/5Verify in source →
27 APR27 APRTHE TWENTY MINUTE VC · 25:00
Strategic buyback removed cap table overhang
“The CEO presented the 2022 buyback as a strategic success because it specifically targeted shares from private-market sellers on the cap table, removing a structural selling pressure that had depressed the stock.”
20VC: Applovin: $160BN Market Cap, $5.48BN Revenue, $10M EBITDA Per Head | Why the Best Do Not Need Mentorship | Why Founders Should Not Angel Invest · with Adam Foroughi
In depth · 4/5Verify in source →
27 APR27 APRTHE TWENTY MINUTE VC · 15:00
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.”
20VC: Applovin: $160BN Market Cap, $5.48BN Revenue, $10M EBITDA Per Head | Why the Best Do Not Need Mentorship | Why Founders Should Not Angel Invest · with Adam Foroughi
In depth · 4/5Verify in source →
28 OCT28 OCT 2025THE MEB FABER SHOW · 20:00
Griffin's shift to early-stage, scrappy founders
“The guest described how his firm, Griffin Gaming Partners, shifted its focus from later-stage growth deals to early-stage, scrappy founders following the valuation excesses of 2021-22.”
Inside The $200 Billion World of Gaming with Peter Levin (Griffin Gaming Partners) · with Peter Levin
6 AUG6D AGOMOTLEY FOOL MONEY · 28:00
AppLovin's growth deceleration vs. Unity
“The relative case made: AppLovin's ad-driven growth, while strong at 53%, is decelerating and lacked the expected AI model uplift, contrasting with Unity's accelerating growth and raising questions about its competitive edge.”
The Wild Swings of Earnings Season Continue
Substantive discussion · 3/5Verify in source →
27 APR27 APRTHE TWENTY MINUTE VC · 27:30
AppLovin's performance marketing as incremental growth
“The guest framed AppLovin's advertising business as a platform for creating incremental transactions for advertisers within its gaming audience, not as a competitor taking share from others.”
20VC: Applovin: $160BN Market Cap, $5.48BN Revenue, $10M EBITDA Per Head | Why the Best Do Not Need Mentorship | Why Founders Should Not Angel Invest · with Adam Foroughi
Substantive discussion · 3/5Verify in source →
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