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Halal Investor Profile picture
Halal Investor
@_HalalTrader_
Keeping it halal and sharing my research. You make sure to do yours as this is not financial advice.
Aug 2 • 16 tweets • 3 min read
$APP Here is a summary of why I'm Bullish on Applovin in the short, medium and long term.
Applovin is valued at ~55 P/E at last quarter's adjusted EPS run rate of $2.22 after taking out a one time goodwill impairment charge of $189M. 🧵 1/16 Short term: $APP valuation at 55 P/E run rate is extremely cheap when compared to TTD which is growing much slower and valued at 90 P/E RR. With the short reports losing traction, I believe Applovin will rise up to its fair short term valuation. 2/16