SemiGrowth · 2024-11-08T16:48:21.878354Z

$APP hier habe ich jetzt nach der knappen Vervierfachung mein Einsatz rausgenommen. Gibt mir ein bisschen $SMCI Vibes, Bewertung ist jetzt ziemlich hoch. Dennoch bin ich langfristig überzeugt und lasse den Rest weiterlaufen. Der Betrag geht wahrscheinlich demnächst in $ELF (kaufen ja grad alle hier xD).

@SemiGrowth

2Mon·

$APP (+6.55%) I have now taken out my stake here after almost quadrupling it.

Gives me a little $SMCI Vibes, valuation is now quite high. Nevertheless, I am convinced in the long term and will let the rest continue. The amount will probably go into $ELF (-0.37%) (everyone is buying here right now xD).

08.11

APP

Applovin

Sold at €250.30

5 Comments

Tenbagger2024@Tenbagger2024

2Mon

Rather buy eleven products at Rossmann for the money 💅💄🙈

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Meister L.@Lumimyrsky

2Mon

@Tenbagger2024 Christmas presents are covered for grandpa and dad too

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SemiGrowth@SemiGrowth

2Mon

@Tenbagger2024 rather in the Italian Douglas

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Tenbagger2024@Tenbagger2024

2Mon

@SemiGrowth
Or Italian cars $RACE

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Carles@Carles

2Mon

I’m up more than 600%… the valuation is in fact rich, but this is not $SMCI.

Actually, if not for their financial stats/auditor/short report problems and the low margins, $SMCI valuation was acceptable for its growth perspectives and would probably be holding between in the range of its 800.

But $APP is a completely different business (software, not hardware like $SMCI), clear leader on its segment, and with big margins that are growing while they’re smashing the competitors by offering a better product with better results. It was crazy cheap, and now it is not anymore, but this multiples on a growth software stock with $APP perspectives are not unusuall at all.

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