June 9, 2025 04:01 AM GMT AppLovin Corp | North America It's More Valuable Without the Apps | What's Changed | | | | --- | --- | --- | | AppLovin Corp (APP.O) | From | To | | Price Target | $420.00 | $460.00 | We are bullish on APP's plan to sell its apps segment, which we expect would enhance shareholder value and be neutral to future earnings. By effectively shifting profits to the higher multiple ad segment, we believe APP would actually be more valuable without its 1P games. Remain OW, PT to $460. Key T ...

For years now, there's been a deep value/sum of the parts play for refiner Delek US Holdings (NYSE: DK ) stock. The core of the thesis is simple: Delek's stake in midstream play Delek Logistics Partners ( DKL ) accounts forI've been contributing to Seeking Alpha and other investment websites since 2011, with a general (though far from rigid) focus on value over growth. I got my Series 7 and 63 back in 1999, and watched the dot-com bubble peak and then burst in real time at a small, tech-focused retail broke ...

Delek Logistics Partners, LP Common Units (NYSE:DKL) Q4 2024 Earnings Conference Call February 25, 2025 12:30 PM ET Company Participants Robert Wright - Deputy CFO Avigal Soreq - President Reuven Spiegel - EVP Mark Cox - EVP Conference Call Participants Doug Irwin - Citi Neal Dingmann - Truist Securities Operator Today's presentation material can be found on the Investor Relations section of the Delek US website. Slide two contains our Safe Harbor statement regarding forward-looking comments. Any forward-lo ...