AppLovin ($APP), is a mobile technology company primarily focused on ad tech and games - basically a marketing platform. I have been exposed to AppLovin via its mediation and Lion Studios - its game publishing branch.
The reason I bought the stock was for:
Strong numbers
Fueling growth
Growing segment
First party data
And, strong team
I have discussed about it more in detail in my latest substack, feel free to have a go at it: