APP Advertising Strength 'Undeniable:' LikeFolio Bull Case Amid Software Weakness
Schwab Network · Schwab Network
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Show Notes
LikeFolio's recent data on Applovin (APP) shows falling interest in the stock, though Andy Swan believes the company is "crushing it" in the advertising space. After shares slid 40% off last year's record high, he thinks valuations are more appropriate to balance Applovin's core profit model. That said, Andy warns there's risk behind his view.
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