$APP is a freaking deal. Here's the TAM expansion roadmap... 1) Other apps. 2) Open-web sites. 3) Wurl Connected TV. 4) Gist social app ecosystem. It's trading near it's all-time low forward multiple with a world-class management team. $APP
The TAM expansion trap.. Intense competition: Crowded spaces trigger aggressive price wars and thinner margins. High acquisition costs: Fighting for existing share costs more than creating new demand. Diminishing returns: Pushing harder in a tapped-out segment buys slow growth at full price.
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