The creator indicates that ASML is executing well and selling it to buy AppLin is not an option.
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The Widest Moat You've NEVER HEARD OF
Aria RadniaMay 27, 2026
The creator highlights AppLovin (APP) as a unique company with exceptional growth and operating margins, identifying it as the sole result from a specific stock screener. The video will delve into AppLovin's business model, focusing on its dominant position in mobile game advertising, its structural advantages, and future growth potential, with a valuation analysis to follow.
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The creator states that selling Uber to invest in AppLin is out of the question.
The creator sees Zeta as a company executing well with 50% growth and has no reason to sell it.
The creator is considering selling FICO to invest in AppLin, viewing FICO as the least attached holding.
The creator dismisses the idea of selling Adobe to buy AppLin, stating it's out of the question.
YouTube's daily active user count is significantly lower than AppLovin's, though it has a larger monthly active user base.
Google advertising is mentioned as a traditional advertising model contrasted with AppLovin's performance-based approach.
Meta's daily active user base is used as a benchmark to illustrate the scale of AppLovin's audience.
AppLovin is presented as a unique, statistically exceptional company with a dominant position in mobile game advertising, offering significant growth potential.
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APP
buy opened May 27, 2026
+6.66%