Some updated thoughts on AppFolio
Over the weekend, I recorded a podcast on AppFolio which will be released within a few days. Before recording the podcast, I started reviewing my own as well some others’ work on the company.
Topic
APPF
A collection of 3 issues
Why I am buying AppFolio
Read my updated thoughts here Today, I have started a ~3% position in AppFolio (APPF) at $214.2/share. Back in February this year, I published my Deep Dive on AppFolio.
AppFolio: Moving Up Market in Property Management Software
You can listen to this Deep Dive here Some updated though ts here “…we invested in the IPO, we purchased after the IPO from other investors.