<p>Macro 108 (aka Joe Kim) and Steve Palley discuss the Applovin IPO. We take a look at the S1 and provide our insights having worked in the gaming industry and having unique perspective on Applovin's prospects.</p>
<p>LINKS:</p>
<ul>
 <li><a href="https://youtu.be/8XYNoTIqMsE">Ad Tech + Game Studios | The BIG Dangers from AppLovin, Zynga, and More Coming!</a></li>
</ul>

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#7. Munger Buys Alibaba, Dimon's Bond Warning, Biden's Cap Gains Tax, Apple Ad Armageddon

Two dads teaming up to build wealth for their families and to make sense of the complex and ever changing financial markets. 

We discuss:
- Philosophies on investing
- Specific investment ideas
- Key macro trends impacting an investment thesis

Note: We are not investment professionals and are discussing our own investment choices for the purpose of entertainment.

We are:
- Joe Kim, @jokim1: https://www.linkedin.com/in/jokim/
- Steve Palley, @spall03: https://www.linkedin.com/in/spall/