Very clear writeup. I think many underestimated the company given the perceived non seriousness of it. If they crack AI for learning and not only languages but everything, it has a lot of potential.
Thanks for your comment. I think the latest earnings call provided some great insights about different subjects, with AI now boosting the speed at which Duolingo can increase the math courses. It's very interesting.
Nice writeup. Have you ever heard of Language Transfer? It's the best language learning tool I have ever come across and it's free.
Thanks! Never heard of Language Transfer. You're saying it might become a strong competitor to Duolingo?
Thanks so much for this. Duolingo is a cool story, but it's sticker shock when I see it at 100x forward earnings, no?
There's no doubt it's an expensive stock based on earnings. I'm waiting for an opportunity with a larger margin of safety!
Very clear writeup. I think many underestimated the company given the perceived non seriousness of it. If they crack AI for learning and not only languages but everything, it has a lot of potential.
Thanks for your comment. I think the latest earnings call provided some great insights about different subjects, with AI now boosting the speed at which Duolingo can increase the math courses. It's very interesting.