Latest / Rigatoni Capital Podcast
Why I'm Not Buying the Dip Yet
AppLovin is down over 40% year to date, Meta has been selling off, and the broader software and tech space is deeply out of favor right now. This morning I walk through what is happening across the software and tech selloff, why the market is punishing names like AppLovin despite genuinely strong fundamentals and free cash flow... I also give my honest take on why I am not yet stepping in to buy the dip and what I am waiting to see before changing my mind.
Rigatoni Capital is a daily morning podcast for long term, buy and hold investors. This is not a show for short term traders or people…
The skinny
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