$APP
software-saasG↗$102B · PE 241 posts · 0 DD · 1 authorsQ2 slightly light but 53% growth at 84% EBITDA margins — thesis intact
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$442 → $306 (-31%)● DD● news● gain● loss● yolo○ short-term playhover a dot for the post
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discussionQ4.0longDiscussion55 pts · 70 💬 · 16d
Thoughts on Applovin Q2APP Q2: slightly light but 53% growth, 84% EBITDA margins — not thesis-breaking.
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