Dom Davies
@_DomDav
ad tech, finance, mobile gaming, food, wellness, arts, sports, dogs, etc.
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Apparently the link doesn’t work. Here you go: linkedin.com/posts/dominicd…
I've been asked to crosspost my relevant LinkedIn posts to my followers on X, so here you go. This is about evaluating ad mediation companies. linkedin.com/posts/dominicd…
I've been asked to crosspost my relevant LinkedIn posts to my followers on X, so here you go. This is about evaluating ad mediation companies. linkedin.com/posts/dominicd…
The first amendment does not protect against defamation and market manipulation. I hope there is an SEC investigation and accountability held to all the short sellers with unfounded claims. You can’t just smear a security because you don’t understand how the business works.…
Outstanding detective work 🥴 “Our stance regarding the complex financial structure of AppLovin (NASDAQ: $APP) remains unchanged” These clowns should take a page from Bob Dylan; “Don’t criticize what you can’t understand.”
“A week is a long time in politics…” yeah, well, try a whole year in ad tech. Hopefully the podcasters do a 1 year follow up on 2025 $APP ecom performance.
On Applovin Ecommerce Ads $APP. (From Ecommerce Playbook podcast 3 weeks ago.) ** "So a couple things, number one: it turned out to be the third, the third largest investment out of all the channels that we, that we run for our clients over that period [Black Friday], which is…
One of the first people who got me into investing in 2014 said to me “if you like the stock at $80, you’ll love it at $40.” I wonder if he’s reading this. Congrats to everyone who picked up $APP at sub $400 this week 🥂
I saw that Morgan Stanley report citing Google Genie as a concern to $APP. C’mon folks, you’re better than that. You have to lack a fundamental understanding of what AppLovin actually does in order to draw anything but a positive outcome for AppLovin as a result of the release.…
In my last post, I said if it got “traction” I would post more about ad tech. I don’t quite know what to consider as traction on X as I don’t really use the platform, but I’d imagine if 20 people came out to hear me speak, I might interpret that was people are interested in what…
Is $APP actually down because of pending CloudX GA launch or am I missing something? Friendly reminder, there are several other mediation platforms (with an established customer base and multiple offerings) out there that can’t even create static against MAX market share. Did…
In 2000, Amazon shares fell 80%. Here’s how Jeff Bezos responded:
It was an insightful discussion moderated by @idilcanal from @AppLovin !🌞 @_DomDav left us thinking with his quote on IDFA updates; "Change is always scary but not if it evolves into innovation. Privacy changes are happening every couple of years and its not as bad as it seems!"
#GDC16 was a huge success! It was great to meet so many cool people.
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