AppLovin: Axon Keeps Getting Smarter (NASDAQ:APP)

In my last piece on AppLovin Corporation ( APP ), I wrote that "APP was minting cash while it was growing faster than anyone else in the space." Well, that line has aged well. Only now theKennedy is a GARP-themed hedge fund manager with a bias towards companies with aggressive growth prospects, en route to becoming highly profitable in 1-2 years.His investment philosophy emphasizes long-term discipline, consistent alpha, and a pinch of salt (risk).He writes to empower the underprivileged and improve financi ...