@APPS
Digital Turbine Inc. (APPS) CEO Bill Stone Presents at 34th Annual ROTH Conference (Transcript)
Posts (54)
$APPS: Bill Stone should clarify if Google privacy policy change will impact DT’s business?
Google plans a big privacy change like Apple's, which hit Facebook's stock hard https://www.cnbc.com/2022/02/16/google-plans-android-privacy-change-similar-to-apples.html?__source=iosappshare%7Ccom.apple.UIKit.activity.CopyToPasteboard
$APPS
Is Digital Turbine a Good Software Stock to Own in 2022?
The answer is, YES!
“…company can only pay off debt with cold hard cash, not accounting profits. So we always check how much of that EBIT is translated into free cash flow. During the last three years, Digital Turbine produced sturdy free cash flow equating to 63% of its EBIT, about what we'd expect. This cold hard cash means it can reduce its debt when it wants to.”
“…that's just the beginning of the good news since its EBIT growth rate is also very heartening. Looking at the bigger picture, we think Digital Turbine's use of debt seems quite reasonable and we're not concerned about it. After all, sensible leverage can boost returns on equity. “
$APPS Looks like APPS has bottomed out and the short sellers will be closing their short positions as APPS is highly oversold and the news about Telefonica relationship and expansion in Europe & Latin America will provide the tailwind for APPS to cross $100 mark before the next ER.
$PYPL DOJ scrutiny is more damaging for VISA than PYPL. Buy PYPL on dip.
https://fintechmagazine.com/digital-payments/us-doj-probes-visa-partnership-incentives-top-fintechs
$PYPL, $SQ
Why PayPal is under DOJ scrutiny?
Both SQ and PYPL fell after 2:30
https://finance.yahoo.com/news/visas-relations-square-paypal-trigger-102114585.html
$APPS slides are impressive but it appears the investors do not believe what Bill is saying. Anyways opportunity loss will be theirs!