For me, APPS's bull thesis centers around stabilizing the ODS segment and growing the advertisement segment. APPS should be creating value in the advertisement segment because it operates with very high gross margins despite using a relative low performance platform. By I'm an Industrial Engineer. I read a lot of books and I'm very inspired by the quality investing branch. I look to buy and hold for the long term. Mainly focused on Tech stocks Analyst's Disclosure: I/we have no stock, option or similar deri ...