Aria Radnia ๐ฎ๐ท
@ariaradnia โข 27,357 subscribers
Stocks & investing // check out the YT ๐
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$APP is one of the most asymmetric bets available in the market right now โ 24x trailing earnings โ wide moat from scale & network effects โ disgusting amount of optionality that can bolster growth for a LOOONG time Enjoy. 0:00 Intro 1:33 Outcome-based revenues 4:59 What makes AppLovin different? 8:25 The operating leverage ahead 11:21 Example of 4x to 14x 13:09 How can they improve conversion? 16:15 Conclusion & risks
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![Bill Ackman says heโs โfinishing due diligence on a company [theyโve] really wanted to own for years, now available at a bargain priceโ My bet is either $META or $ADBE](https://image.24vids.com/tw-1992635938267357332/amplify_video_thumb/1992620735211155456/img/juINTAl_wI1aW79V.jpg)
During his iconic speech In 1994, Peter Lynch said you could've bought Walmart 10 years after its IPO and still made a 34x return 'A lesson that even late investors could be rewarded' What's funny is that on that day, $WMT traded at $2.39 (split-adjusted). Today itโs nearly $115 Not only could the "late investors" make money, but even LATER investors still could've made ~50x over ensuing 30 years The lesson? Great businesses compound FAR longer than people expect
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$ADBE IS BEING DISRUPTED BY AI Meanwhile Adobe with their plethora of AI integrated features...
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The main reason why AI models CANT disrupt $ADBE is the element of "control" Creatives, and ESPECIALLY professional creatives NEED to create exactly "what's in their mind's eyes" AI models fundamentally aren't capable of this An explanation from scott belsky
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$ADBE IS BEING DISRUPTED BY AI!! Meanwhile Adobe:
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What no one realizes about the $ADBE buybacksโฆ
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Explaining the $APP flywheel (link in bio for full vid)
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Be honest with me, can ChatGPT or Nano Banana do this? $ADBE
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