AppLovin's Ad-Tech Playbook Is Gaining Traction

At first glance, AppLovin's (NASDAQ: APP ) AI-first, performance-driven pivot might look like just another short-term rebound. However, the multi-year evolution from a hybrid model focused on software and gaming to a more focused advertising business, powered by proprietary machine learning models built in-house, isI began investing early, inspired by the strategies of legendary investors like Warren Buffett, Peter Lynch, and Howard Marks. What started as a personal interest quickly became a disciplined, re ...