AppLovin 的股价今年下跌了一半，而同期收入增长了超过 50%，自由现金流继续以非常高的速度增长。换句话说，问题似乎不在于公司的业绩，而在于股价的表现。这通常是我们寻找的理想情况。
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.
我确实是这样，但这家公司有一些方面让我犹豫，尽管增长很高且价格便宜。
I am indeed like that, but There are some aspects in This company that It makes me hesitate, out of spite Regardless of growth High and price Cheap.
最初吸引我的是这家公司在雅虎财经的名单上排名第一，该名单列出交易价格接近 52 周最低水平的公司。尽管AppLovin继续以惊人的速度增长，收入显著上升，年增长率超过50%。与此同时，其资本效率指标持续改善，营业收入也在提升。
what This initially attracted me The company is that it was Ranked first on Yahoo Finance list of companies Which trade at prices Near the lowest Its levels during 52 A week. While AppLovin continues to Growth at astonishing rates. Revenues are rising marked. It just increased By more than 50% On an annual basis. All of that It happens while it continues Capital efficiency figures In improvement alongside Operating income.