AppLovin$APP
19 research articles
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Research Articles
Compounding Alpha Scorecard: AppLovin ($APP)
AppLovin ($APP) • By CompoundingAlpha • 2026-09-01
The $100 Billion Ad Machine Wall Street Missed AppLovin ($APP) Business Breakdown
AppLovin ($APP) • By CompoundingAlpha • 2026-09-01
Meta Fatigue and the Great TAM Multiplier: The Bull Case for AppLovin ($APP)
AppLovin ($APP) • By CompoundingAlpha • 2026-09-29
Nubank’s Global Playbook and GameStop’s Growing Cash Pile | Nick Ridenour of CompoundingAlpha
AppLovin ($APP) • By CompoundingAlpha • 2026-10-12
[scuttleslops] MRVL, APP, AMZN, Chips
AppLovin ($APP) • By scuttleblurb • 2026-10-15
AppLovin Deep Dive
AppLovin ($APP) • By Speedwell Memos • 2026-10-19
Research|APP:Why is Applovin so awesome, but others haven't learned from it?
AppLovin ($APP) • By FUNDA • 2024-11-08
Deep|The Growth Potential of Adtech: Applovin, Unity, and Zeta
AppLovin ($APP) • By FUNDA • 2024-12-03
Preview|Applovin 4Q24: Beat or Buy the Dip
AppLovin ($APP) • By FUNDA • 2025-02-11
Deep|App: Why Can Applovin Retrieve META UUID? Why Can Applovin Do Retargeting?
AppLovin ($APP) • By FUNDA • 2025-04-01
Deep|Updates on Applovin,TikTok,and GOOG
AppLovin ($APP) • By FUNDA • 2025-04-23
Research|META AMM, AppLovin, and META's AI Ambitions
AppLovin ($APP) • By FUNDA • 2025-06-24
Preview|APP 2Q26: E-commerce Growth Moderates After a Sharp Acceleration
AppLovin ($APP) • By FUNDA • 2026-08-03
Why Some SaaS Stocks Keep Winning
AppLovin ($APP) • By The Pragmatic Optimist • 2026-08-07
Review|APP & U 2Q26: D28 IAA Is Now the Core Battleground
AppLovin ($APP) • By FUNDA • 2026-08-09
Bristlemoon September Quarterly Letter & AppLovin Writeup
AppLovin ($APP) • By Bristlemoon Research • 2024-10-09
Unity Software (U) – AppLovin at home?
AppLovin ($APP) • By Bristlemoon Research • 2025-01-23
Problems at AppLovin (APP)
AppLovin ($APP) • By The Bear Cave • 2025-02-20