T.U.B Investing

Originally intended as a paid article, circumstances led me to publish it for free on my blog instead. As a result, I kindly request your support by sharing this article and clicking on the Google Ad on the side. Your gesture would be greatly appreciated! Why I Remain Invested  I was asked to share my thoughts on Digital Turbine (APPS) in light of ongoing discussions on X . As a long-term shareholder who has closely followed the company, I feel compelled to explain my rationale for persisting as an investor despite challenges.  I initially purchased APPS shares around $30, witnessing the stock rise above $90 before helplessly watching it plummet to just $5 over three years. While I sold a small portion in the $8-10 range, the bulk of my position remains deeply unrealized. It once comprised a sizable allocation that has now dwindled considerably due to further declines rather than averaging down. Chart of Digital Turbine over last 5 Years. From SeekingAlpha Thus, given the neg...

Ok – I am starting a new series on the companies that I am Bag-holding . Every article is meant to be brief. With little mention of the fundamentals or valuation, I will concentrate on my justifications and the risks in the near term. This is because my average price will unquestionably be substantially higher than the share price at the moment. Thus, I'd prefer to instead concentrate on the qualitative characteristics of the company. The first company that I am will be reviewing is Digital Turbine (APPS). I used to be super bullish on this company and has written numerous articles on it. Although I am bullish right now, it would benefit me more if I bought the firm now at its current share price rather than holding it at my average share price, since I believe it is definitely much more undervalued right now! Logo taken from Digital Turbine Website Reasons for HODL-ing 1. Single Tap Growth.  Management has spoken extensively about Single Tap, with partners like Samsung, Telefonica...

This is infuriating. Seeking Alpha has rejected my article yet again. So, if I post about the same company again, it must be a quarterly update or justified by a change in the firm's story or my investment thesis. But, unless I'm trading, why would I update the story or thesis on a quarterly basis? My main motivation for writing this article was to reaffirm my opinion on the company now that the price has dropped substantially, and to address points that others may have overlooked. Feedback from SeekingAlpha So, once more... I'll post the article here for everyone to read (my 16th article on Digital Turbine as per my 10x Potential Series ) . Please aid by liking and sharing till SeekingAlpha understands my grievances. I worked on this article for several days. I also hope this helps to keep investors calm in this harsh market. Enjoy! Investment Thesis This is a follow up to my post on Digital Turbine (APPS). Since then, the share price has dropped 54%, doubts over Digital ...

As you may be aware, I had been contributing to Seeking Alpha . I just submitted another Digital Turbine (APPS) article to Seeking Alpha, less than two months after my first, and it was denied because a quarterly update was preferred or if there were major changes. As a result, because I had already written about it, I chose to put it here instead. I was writing about investing in APPS amid a period of inflation. It wasn't a forced narrative; rather, I did my homework and understood why Digital Turbine might thrive during this inflationary moment. As a result, I hope this article can help you strengthen your resolve during this trying time. Investment Thesis In my previous article , I had already explain that Digital Turbine (APPS) is a capital allocation machine that has a moat on an exponential growth path with numerous catalysts ahead. However, in this article, I will look at Digital Turbine as a extremely favorable investment during times of inflation. This may sound absurd, bu...

Have you experienced it yet? I'm not referring to reading them in articles. But the sense of it in your pocket and the realization that "I thought I had already made a cash withdrawal this week? Why has it all vanished so quickly? "kind of thought. For me, as a sole breadwinner by choice , I do felt it.  Inflation appears to be spreading throughout the country; even local hawkers have hiked their rates. Fun Toast has also increased the price of their takeaway coffee/tea to S$2.10 That is why I have been thinking about doing much more (If you know me, you will have knew that I am already doing a lot, for hobby and for the tiny bit more cash),  in order to increase my overall earnings every month.  To be clear, I am not having any difficulties. Rather, my motivation for earning more is to ensure that I can maintain my current standard of living. Changing jobs is the most straightforward choice. However, there are many more elements at play than simply having the desire to s...

For those who have read my writings, I am a FA investor with a focus on the company's business model, competitors, competitive advantage, management, and financials. Digital Turbine Inc. (Ticker: APPS) is a company that I have the highest conviction in. I have a friend who invests using Technical Analysis. Thus, I asked for his assistance in tracking APPS so that I could figure out what entry points I should pay attention to. After all, APPS is on a downtrend and I want to know the significant support levels which I should average in, especially for someone who do not have any technical analysis knowledge. Thus, he sent me the following on 1st March 22 and explained he will be using Fibonacci and Elliot Wave to determine the potential entry prices: Technical Analysis For Digital Turbine Inc (APPS) as of 1/3/22 To simplify his explanation, he stated that Elliot Wave complements and work well with Fibonacci. 38.2 percent and 61.8 percent retracements are usually significant support ...

Super long post. Maybe a bit dry. But there is a little secret at the end of the post. Apologies for the late write up on Digital Turbine Inc (APPS) . Have to take some time to deal with website issues and to help take care of my daughter. With the recent APPS results, I felt that there was an initial rush of joy which has died down recently. While going through my Twitter account, I also realise there are shareholders whom are getting jittery. I even understand that a prominent twitter investor has sold his whole position. For this write up, I will be trying something different by having a deep dive into APPS financials and provide my perspective on the concerns that most of seem to have with regards to APPS financials. Image taken from Digital Turbine IR Page Before I get into the dry numbers, I will provide a summary of the positives of the recent quarter as per the transcript: Overall revenue is still 70% Android and 30% IOS. Synergy between APPS and the acquisitions is a major foc...