How The Intrinsic Value Podcast’s view on $APP changed

2026-09-06Bearish
“Applovin (APP): The 30-Bagger Down More Than Half”
Speaker avoids AppLovin due to insufficient understanding of the business, despite acknowledging potential upside.

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.