Bristlemoon Global Fund Q4 2025 Report [Seeking Alpha]
Applovin Corporation - Class A (APP)
Company Research
Source: Seeking Alpha
We mapped out our bullish AppLovin thesis in our September 2024 quarterly letter before the market appreciated the company's ability to sustain its explosive growth. PAR remains a quality business, but it is temporarily out of favour. In our view, paying a value multiple for a dominant software business with an AI-driven volume tailwind represents an attractive risk-reward profile. We are seeing an opportunity rich environment and are the most excited about the Bristlemoon portfolio that we have been in a while. Torsten Asmus/iStock via Getty Images The Bristlemoon Global Fund returned -6.2 percent for the December 2025 quarter, with a 0.3 percent return for the month of December 2025, net of fees. For the eighteen-month period since inception, the Fund has produced a cumulative 11.9 This article was written by Quick Insights FND's category-killer model, Pro customer focus, and disciplined store rollout create a high-visibility reinvestment opportunity; current valuat
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High impacting Applovin Corporation - Class A news events
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APP
News
- AppLovin (NASDAQ:APP) was downgraded by analysts at <a style="font-weight:bold" href="https://weissratings.com/">Weiss Ratings</a> from a "buy (b-)" rating to a "hold (c+)" rating.MarketBeat
- AppLovin (NASDAQ:APP) was upgraded by analysts at Evercore ISI to a "strong-buy" rating.MarketBeat
- AppLovin: Buying The Dip Again [Seeking Alpha]Seeking Alpha
- AppLovin, Zeta Global, Oracle, Domo, and PubMatic Shares Plummet, What You Need To Know [Yahoo! Finance]Yahoo! Finance
- AppLovin Rises on Evercore Outperform Rating [Yahoo! Finance]Yahoo! Finance
APP
Earnings
- 11/5/25 - Beat
APP
Sec Filings
- 1/16/26 - Form 4
- 12/19/25 - Form 4
- 12/10/25 - Form 4
- APP's page on the SEC website