Mentions

The SynopsisPodcastDialogue. Denied Allegations, Adobe Update, & Multiples in Growth Investing Listen · 11:27
+2Listen · 28:24Listen · 49:12
15 Sept 2026
Summit StocksBlogAppLovin ($APP): 50% Growth at Just 26x FCF-14 Sept 2026
The Value RoadBlogOne of the Best Business Models in the World Just Went on Sale-10 Sept 2026
Jimmy's JournalBlogThe Quality Check #1-7 Sept 2026
Value & Momentum PortfolioBlogDeep Dives Performance Update (Sept. 7, 26’)-7 Sept 2026
TacticzHazelBlogTacticzHazel’s Sunday Shoutout #3-6 Sept 2026
Capitalist LettersBlogAppLovin Deep Dive: Not A No Brainer-6 Sept 2026
The Wolf of Harcourt StreetBlogPortfolio Review - August 2026-1 Sept 2026
Uzo CapitalBlogPattern Recognition: Eposide 3 / Applovin (APP)-28 Aug 2026
Compound with RenéBlogEverybody Agrees Valuation Is Dead!-28 Aug 2026
Global Equity BriefingBlogAppLovin: $1T AI Monetisation Platform in the making?-24 Aug 2026
Capital EmployedBlog52 Stock Pitches (17th-23rd August) [NO PAYWALL] 🖨️-24 Aug 2026
Hated MoatsBlogAppLovin: Deep Dive Analysis-23 Aug 2026
TacticzHazelBlog7 Stocks Superinvestors Bought That Nobody is Covering-21 Aug 2026
How They Make MoneyBlog📊 PRO: This Week in Visuals-8 Aug 2026
The Pragmatic OptimistBlogWhy Some SaaS Stocks Keep Winning-7 Aug 2026
Five Minute MoneyBlogAppLovin Stock Breakdown-7 Aug 2026
Compounding Your WealthBlogMercadoLibre, AppLovin, Axon Earnings Q2 2026-6 Aug 2026
Mexican InvestorBlogThe Smaller You Go, the Stranger Investing Gets-24 Jul 2026
GabGrowthBlogAppLovin (Deep Dive)-24 Jul 2026
Bristlemoon CapitalBlogBristlemoon June 2026 Quarterly Letter-13 Jul 2026
Value Hive PodcastPodcastQ1 2026 Investor Audibles: SaltLight Capital & Blue Tower Asset Management LLC-12 Jun 2026
SaltLight CapitalInvestor letter1Q 2026 Letter-20 May 2026 (Q1 2026)