My Saturday Candidate $APP AppLovin is down 58% from ATH and 50% YTD I think this is why: - People are concerned about growth continuing to slow down and the TAM expansion not being apparent enough. - Institutions own 88%, and they won't regret dumping it for another weak report HOWEVER: - TTM revenue growth is almost 50% - FCF Growth is close to 60% - Ad Business has been proven resilient versus Meta or Google - Aggressive buybacks - 4.15% FCF Yield WHERE IT GETS EVEN BETTER: - Wall Street analysts have the EPS estimated at $25 for 2028 and here is what this means if APP only HOLDS this multiple (22.8x)👇🏻 - Today: $13.5 * 22.8x = $308 ✅ - 2028: $25 * 22.8x = $570 🚀 So, if they simply keep growing at this current pace, the stock nearly doubles in 2 years 🤔 Also it's worth noting that we're entering a heavy ad-spend cycle. You may ask where this statement came from right? 👇🏻 Are you aware that we are entering the midterms? And we will have our next presidential in 2028 as well! So below is the image that shows just how much of that political ad spend goes exactly through APP's main business branch (digital video ads)