Apploving is a speculative buy due to its strong revenue growth (over 50%) and attractive valuation (under 17x forward FCF), with the market overreacting to a minor revenue miss.
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5 Stocks I'm Selling, Buying & Watching After Earnings
Aug 25, 2026
The creator recaps earnings for several stocks, providing updates on their investment theses. They discuss selling Limbach (LMB) after their investment thesis broke due to declining margins despite revenue growth, and mention buying a new speculative stock due to compelling numbers and price.
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Tickers discussed in this post
Palantir had an excellent earnings report, with significant US revenue growth across commercial and government sectors, and strong overall revenue growth.
Mercado Libre (MELI) is mentioned as a competitor to New Bank in the fintech space, and the creator holds a position in MELI.
The creator bought and sold Skyward due to lack of conviction in the insurance industry, but acknowledges its strong earnings performance and believes it's a well-managed business.
Daniel Pronk is selling Limbach (LMB) because their investment thesis broke after Q2 earnings showed declining margins despite revenue growth.