The YouTuber is buying Appfolio, a vertical software company deeply integrated into property management, making it difficult to replace with AI. It serves a large customer base in a fragmented industry, showing strong revenue and earnings growth. Based on a conservative price-to-sales multiple, the stock has a 67% upside from its current market cap.
“That's a 67% upside from the current six billion market cap for the stock and a $285 per share.”