• Apple Inc. (AAPL)
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• Alphabet Inc. (GOOG)
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• Applovin Corporation (APP)
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Q: Another day, another short report on Applovin. All the reports say something to the effect that Applovin tracks users in a way that the major platforms Apple and Google forbid. The worry is a deplatforming at some point. What do you make of this?

Upvote 1

Read Answer Asked by Michael on March 28, 2025

• Goosehead Insurance Inc. (GSHD)
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• Freshworks Inc. (FRSH)
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• MicroStrategy Incorporated (MSTR)
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• Shift4 Payments Inc. Class A (FOUR)
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• Palantir Technologies Inc. (PLTR)
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• Snowflake Inc. Class A (SNOW)
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• Applovin Corporation (APP)
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• Cantaloupe Inc. (CTLP)
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• Cellebrite DI Ltd. (CLBT)
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• Symbotic Inc. (SYM)
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• Nebius Group N.V. (NBIS)
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• UFP Technologies Inc. (UFPT)
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Q: How would you rank the following for a growth oriented long-term hold: NBIS, PLTR, FOUR, SYM, CLBT, GSHD, UFPT, SNOW, CTLP, MSTR, FRSH, APP

Upvote 12

Read Answer Asked by Andrew on March 17, 2025

• Applovin Corporation (APP)
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Q: If we liked Applovin at $515, shouldn’t we be lovin’ it at $315, especially after a likely-bogus short attack?
How do you like it here for a 3 year hold?

Upvote 5

Read Answer Asked by Michael on March 03, 2025