- Momentum/Value stock picking strategy - Buy "out of favour", sell "animal-spirits" - Ex Management Consultant - $APPS expert
Aldebaran, Taurus
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$APPS he went to Similarweb, data analystics for website traffic. -> Not a competitor. Brand strategy is intact, no competition.
in.investing.com/news/stock-…
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$APPS brand strategy is institutionalized at every level of the company. They hired lots of management talents last 2 years.
Akkerman was urgently needed in 2024. But it's 2026 and company growing 27%. People need to relax, lol.
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$APPS would like to see another one out of this list. I'll expect we add Vodafone mid-term and maybe an Indian telco (Airtel or Reliance), South-African (MTN) or Middle-Eastern (Veon)
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$APPS this will go to $25 without making much noise. Then I guess there will be much more publicity and hype/fomo gonna start. Might get to $50 next year to do a higher high
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$APPS the flywheel works like this:
Brand dollars power everything (monetizing app users) -> app publishers receive brand dollars and buy user acquisition at OEMs/Telcos -> more app users (cycle repeats)
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$APPS OEM/Telcos want happy App Publishers buying distribution. App Publishers want brand dollars (performance ads from Meta/Applovin provide ads of competing apps -> bad)
And Digital Turbine has the brand ad aggregator partnerships with Publicis and WPP that everyone wants
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$APPS DT created a 4-sided Marketplace (brand, app users, publishers, oem/telco) where everyone wins
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$APPS this is a strong signal that DT is negotiating or has signed a major Chinese OEM partnership. If they can land BBK Electronics (Oppo, Realme, Vivo, ...) as partner, ODS would be doubling revenue over night. (That would be 300m phones/year) -> Still speculation though!
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$APPS DT showcased their blueprint with Xiaomi to other OEMs in July. The same will be in Europe with Orange, blueprint for other telcos (Telefonica, German T-Mobile, ...)
Stone: "And momentum begets momentum."
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$APPS accumulation zone. it will trade sideways between $11-$12. next sell/consolidation zone will be $20s. Then sky is clear for $80-100
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$apps Multiple new app verticals have been showcased here, including short drama, AI photo editing, roleplay apps, AI chat, formats exploding globally
DT sits at the intersection of all of this: distribution, monetization, UA, device-level signals
linkedin.com/posts/yoadmakov…
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$APPS small glimps to the Chinajoy-Signal. ODS & AGP Asia are the growth engine, and it will only grow faster.
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$APPS Just think - a year ago, everyone laughed at us for even comparing APPS to APP and now look at these articles; it’s actually happening.
"Digital Turbine currently appears to hold the edge for investors"
zacks.com/stock/news/2980330…
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$APPS I’d say the next catalyst is the BofA rating, and that’s coming before the next quarterly report.
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$APPS If you look at the chart a year from now and zoom out, you won't even be able to see that it dropped from 15 to 10 at one point.
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