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Accrued Interest @accrued_int on x 1991 followers
Created: 2025-07-16 02:55:33 UTC
Lastly on this week's tracker I called out $APP, #AppLovin - it does not screen "cheap", but when you look at consensus FCF, they have high conversion from EBITDA...about 22x 2027 EV/FCF. I think more upside from e-commerce...I'm long into Q2 earnings in X weeks. Subscribe for more
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