Is AppLovin reminding anyone else of past investing lessons?

I'm an individual investor, not a trader or financial adviser. I enjoy researching companies and making my own investment decisions, but sometimes experience makes things harder, not easier.

A few years ago, I bought Adobe (ADBE) after it had fallen significantly and dropped below my target price of $400. My research suggested the fundamentals were still solid.

The problem? It kept falling. I'm still holding Adobe at a loss today, ‌[流泪] ‌ and that experience taught me that a great business doesn't always mean a great entry point. This is what I think, it may not necessarily be a lesson learnt.‌[财迷] ‌

Now I'm looking at AppLovin (APP). I'm not comparing the two businesses, but the situation feels familiar. A stock falls sharply, the valuation starts to look attractive, and you're left wondering whether it's an opportunity or whether there's more downside ahead. My analysis tells me one thing. My past experience tells me to be careful.

For those following ‌APP, do you see the current pullback as a buying opportunity, or are you waiting for a better entry?

Not financial advice. Just sharing my personal investing journey and looking for different perspectives.

‌$Adobe(ADBE)$ ‌

‌$AppLovin Corporation(APP)$ ‌

$APP

$ADBE

#Investing

#StockMarket

#RetailInvestor

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

Setz
08-13
Setz
adobe's customers hate adobe though. so when competitors like figma, AI and Canva come in, they gladly switch over. adobe was clearly a dying business and I celebrate its downfall, will never buy into that stock.

APP on the other hand has strong demand, not because customers have no alternative but rather they choose APP IN SPITE of the alternatives. This is cause APP gives transparency to its customers unlike Google, showing that their ad space is properly valued through a bidding system.

fundamentally, adobe is mature and APP still sees tremendous growth from an untapped market. very different scenarios
- Sayv:
  Totally agree, that is the reason I mentioned these are completely different businesses.
  
  But the sentiments or fear of stock going down without hope of recovery came to my mind, when I noticed APP trumbling.
Roadtotesla
08-12
Roadtotesla
1st thing to take note is that, u dn all in in one stock. The problem u experienced and pain, think about it, is it because u expect 1 single stock to carry you to the moon?

If today you only own 10% of ADBE, will u still feel the pain like now? As for me i sold a 2x leverage put on APP. For me i want to earn the fat premium before earnings, but too bad it falls, i wont cut lost, because the moment i put the trade, i already expect this outcome. So what is the size? Is only 3% of my portfolio, i wont feel any pain, even if APP goes to 0.
Sayv
08-12
Sayv
I own less than 10% of Adobe, the ups and downs are part of the game. But Adobe was a different experience where stock price recovery of such a large company is still a dream. My fear is that Applovin does not follow the same.