5D·

$APP (-0,87 %) 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 (-5,46 %) (everyone is buying here right now xD).

08.11
APP
Vendido en 250,30 €
4
5 Comentarios

Imagen de perfil
Rather buy eleven products at Rossmann for the money 💅💄🙈
4
Ver todas las 3 respuestas adicionales
Imagen de perfil
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.
1
Únase a la conversación