$APP is the advertising channel that CMOs are hiding from their competition - I'm not kidding. I dive into the following... - Technological Architecture. - The Value Proposition. - AppLovin's MOAT. - Examples. - Charts. - RISK. These papers are always free. So please subscribe and enjoy! Substack Link: https://wealthmatica.substack.com/p/applovin-the-ad-tech-channel-cmos?r=4q0fj0&utm_medium=ios Cheers, Nick.
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5 Comments
The Market Matrix
@themarketmatrix · 25d
😮💨
Luke Bruni@lukebruni · 25d
What do you think about the risks related to concentration and execution in expanding beyond mobile gaming into the broader e-commerce and digital advertising markets ?
Nick
@realnickstrategy · 25d
A lot of work goes into these. Hope you enjoy!
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