AppLovin: Astounding Growth And Profitability, Yet Demonstrably Out Of Favor

You will now see that since July, this business is now much stronger, even as its valuation is clearly more compelling. Any rational, dispassionate appraiser would agree withMichael Wiggins De Oliveira is an Inflection investor. As an Inflection investor, I believe that simplicity is key to outperformance. Since 2024, Deep Value Returns is up 174% vs 58% for the Nasdaq (*as of 6 January 2026).This means buying a stock at the moment when the outlook is expected to improve over the next year. This allows one ...