Markus (@Nobody23) sur getquin

2Sem.·

$APP (+5,4 %) So the performance is already incredible.

Do you think there's more to it? I've been following it for a short time now and I really think that the end has been reached.

1 Commentaire

SemiGrowth@SemiGrowth

2Sem.

Well, if you assume that they are a monopoly in the app marketing market and take the platform into account, there could be more to come. The current P/E is really high, but that also takes analyst forecasts into account. The company has recently delivered around 2 quarters more than expected, and if this continues, the profit forecasts are far too conservative and therefore the valuation is justified. It's a bit like $NVDA.

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