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SELL · APP

Sell APP by Dec 17, 2026.

K
k_ristovskireddit
via r/ValueInvesting
· Published Sep 18, 2026 13:51 · Valid until Dec 17, 2026 · ACTIVE
Entry
$320.22
Now
$281.00 -12.2%
Target
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Score
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I've seen many articles and videos on AppLovin that seem very bullish, and I get it. Growing revenue by 60-70% and a P/E of 25 seem intriguing, so I looked into it a bit deeper. The business is capitalizing on its gaming mobile ad moat related to iOS (as Apple changed the policy allowing users to opt out of tracking behaviour), because it owns Max SDK (a software developer kit, that allows game developers to add ads in the games …
— ORIGINAL POST · Applovin looks cheap (but is it?) · r/ValueInvesting · Sep 18, 2026