jedenfalls ist jigajig hier short.
ich erkläre es aber jetzt nicht noch einmal: die stolperte gestern über diese Aktie und habe ein bisschen gelesen.
Grund war die berichterstattung über Daniel Starr im handelsblatt.
AppLovin Short Thesis – Simple and Clear
There are three reasons I’m short AppLovin (APP):
1. Real Red Flags:
Multiple class action lawsuits accuse the company of misleading investors about its AI product AXON 2.0, while short sellers like Fuzzy Panda and Muddy Waters have highlighted manipulative advertising practices, “backdoor” app installs, and potential policy violations with Apple and Google. These are not just rumors – there are active legal cases and regulatory risks.
2. Credible Critics:
The short side is being led by well-respected firms like Muddy Waters and Fuzzy Panda, who have strong track records uncovering frauds. Their reports align with what’s showing up in the lawsuits and user complaints.
3. I Simply Don’t Like the Business:
AppLovin’s core model feels opaque and ethically questionable, with much of its growth driven by self-referential ad loops and hype. Even if regulators don’t crack down, competitors can copy the model, leaving little durable moat.
That’s enough for me: there are serious warning signs, smart people are sounding alarms, and fundamentally, I just don’t like this company. So, I’m short.
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