Axon Ad Engine Roars And Short Seller Noise Fades But I'm Still Not Buying AppLovin Yet

Company Overview - AppLovin (NASDAQ: APP) utilizes AI technology to enhance return on investment (ROI) for businesses through advertising [1] - The company is viewed positively, but the current outlook does not warrant a bullish stance yet [1] Investment Approach - The investment strategy focuses on generating alpha by analyzing various sectors with potential returns compared to the S&P 500 [1] - The typical holding period for investments ranges from a few quarters to multiple years [1] Research Methodology - Comprehensive spreadsheets are maintained to track historical financial data, key metrics, guidance trends, and valuation comparisons with peers [1] - The analysis includes monitoring industry news, reports, and the performance of key company leaders, especially during significant changes like CEO transitions [1] - The emphasis is placed on assessing company performance and outlook based on five key drivers of discounted cash flow (DCF) valuation: revenues, costs and margins, cash flow conversion, capital expenditures, and interest rates [1]