AppFolio Stock Deep Dive | Best Quality Stock Idea Q1 2025 w/ Clay Finck & Kyle Grieve (TIP698)

Описание: Clay and Kyle give an overview of their best quality stock idea for Q1 2025. This quarter, they discuss AppFolio.

AppFolio is a high-growth software company reshaping property management. Clay and Kyle discuss its revenue growth, competitive edge, and AI innovations, assessing whether it’s a sound investment.

IN THIS EPISODE YOU’LL LEARN:
0:00:00 - Intro
0:02:09 - AppFolio Business Overview
0:04:28 - How Sticky AppFolio’s products are
0:17:05 - Key Performance Indicators
0:18:53 - AppFolio’s AI Tools
0:26:09 - Payments Business
0:30:35 - Competitive Landscape
0:41:48 - Capital Allocation
0:47:26 - Management
0:49:19 - Maurice Duca owns 18% of the business
0:53:11 - Compensation and incentives
0:55:49 - Valuation
1:03:59 - TIP Mastermind Community

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📖 BOOK MENTIONED:
Where the Money Is: Value Investing in the Digital Age by Adam Seessel: https://amzn.to/4gFOcNC

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