The Intrinsic Value Podcast 对 $APP 的判断变化

2026-09-06看跌
《Applovin (APP): The 30-Bagger Down More Than Half》
说话者回避AppLovin,因为对其业务理解不足,尽管承认其有潜在上行空间。

AppLovin 的股价今年下跌了一半,而同期收入增长了超过 50%,自由现金流继续以非常高的速度增长。换句话说,问题似乎不在于公司的业绩,而在于股价的表现。这通常是我们寻找的理想情况。

AppLovin's stock has declined Halfway this year, While revenues grew During the same period, more From 50%, and the flow continued Free cash in growth At a very high rate. In other words, it seems that The problem is not in performance The company, but in performance The arrow.

This is usually The ideal situation that We are looking for him.