No qualifying author-owned investment thesis was confirmed in this post.
The author explicitly frames the post as a learning exercise and asks questions rather than expressing a firm investment judgment or thesis.
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I’m trying to learn how to evaluate these stocks based on the value considerations. APP had a significant drop, with current PE ratio from what I can see around 30ish? I know that’s a bit higher than preferred I believe, but given the potential of what it had been able to achieve prior and the dominance of its software in the field, does it have potential? Of course part of the consideration is that the AI threat is overestimated, which I think it is currently..