Third Party Research: AppLovin

We summarize the best research on the web..

While the subtitle of this Substack reads “We summarize the best research on the web,” so far, we haven’t produced much summarized third-party research from respected parties, so here is the first one, on AppLovin (APP).

We have also looked at AppLoving several times, but while each time we came away very impressed with the company, the high stock valuation kept us from pulling the trigger, until now, that is.