AppLovin: Some KPIs Could Be Better, But A Low Valuation Makes It A Buy (Archive)
Undervalued AppLovin with improving ad KPIs and supportive technicals offers asymmetric upside.
APP
AppLovin May Be Facing Diminishing Marginal Returns (Archive)
Mixed adoption signals, slowing optimization gains, and frothy valuation temper my APP enthusiasm.
Axon Ad Engine Roars And Short Seller Noise Fades But I'm Still Not Buying AppLovin Yet (Archive)
Axon-powered ad engine drives strong profitable growth, but valuation and governance caution me.