UnitedHealth Group (UNH) is a top holding with a substantial 110% gain on a $7,000 investment, reflecting the creator's earlier conviction in the healthcare sector.
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The AppLovin ($APP) Bear Case
Oct 3, 2026
The creator discusses the bear case for AppLovin ($APP), focusing on competitive pressures and slowing revenue growth. The recent legal setback against Unity, where AppLovin failed to get a temporary restraining order, is highlighted as a key concern. While the mobile advertising market is growing, AppLovin's revenue growth has decelerated, and analysts expect further slowdowns.
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Oscar (OSCR) is a significant holding in the creator's portfolio, having seen approximately a 30% gain on a $4,700 investment.
The creator mentions The Trade Desk as a company that has experienced a significant collapse, implying it as a comparable to a potential bear case scenario for AppLovin.
AppLovin's stock has fallen 56% year-to-date due to investor concerns about competition, particularly with Unity, and slowing revenue growth.
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