AppLovin (NASDAQ: APP ) uses AI to help businesses get more ROI from ads. I have a mostly-positive outlook the business, but it is not enough for me to be bullish just yet:I aim to provide alpha-generating investment ideas. I am an independent investor managing my family's portfolio, primarily via a Self Managed Super Fund. You can expect my articles to deliver a clearly structured, evidence-based thesis. But first and foremost, I encourage readers to judge me on my performance.I have a generalist approach ...