Jun. 24 at 12:14 AM
$APP
This year, Ryan just pitched
$APP (AppLovin):
“Based on our projections, we believe AppLovin can grow revenue in excess of 25% for the foreseeable future… If they do that, we think the stock will double over the next three years. 2030 EPS of
$50 at 20x equals
$1,000+ — more than 100% upside from here…
We believe that
$APP will continue to be a share gainer and in one of the largest global TAMs underpinning immense scalability, returns on incremental invested capital and further expansion opportunities. We believe that
$APP is on track to eventually grow to become a trillion dollar company.”
https://www.youtube.com/watch?v=MFLNeVSTXKQ
