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![accrued_int Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1858583435377287168.png) Accrued Interest [@accrued_int](/creator/twitter/accrued_int) on x 1958 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

![](https://pbs.twimg.com/media/Gv8mnJfW0AAejAh.jpg)

XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945316344859115655/c:line.svg)

**Related Topics**
[ecommerce](/topic/ecommerce)
[$app](/topic/$app)
[tracker](/topic/tracker)
[applovin](/topic/applovin)
[stocks technology](/topic/stocks-technology)

[Post Link](https://x.com/accrued_int/status/1945316344859115655)