Ian Bezek on X
@taobanker $U up every day, $APP down every day, $RBLX demolished. Things as they should be.
NASDAQ
AppLovin Corp
APP
5 articles
$102B Market cap · 2026-08-21
APP 2026-08-19 AppLovin: Here's How I See 3 Catalysts That Could Drive Valuation Re-Rating
KL Research Ian Bezek on X
@SowingAlphaSeed I had $U long $APP short on for a while. Still long Unity, but shouldn't have covered Applovin, would have been right on both ends.
Ian Bezek on X
Recent Fundsmith sale $INTU +7% today. Recent Fundsmith buy $APP -11% today. Did Terry Smith just mark the bottom for quality and top for momentum?
Ian Bezek on X
@sequentanalyst @moneyandmore72 Fundsmith bought $app? Terry Smith must be rolling over in his grave.
Investor Letters
Letters that discuss APP.
