I also like DUOL. I think it’s fun, and at 100$ it’s probably not a bad pick.
I have a very recent & limited exposure to DUOL, because I just like the product, and want to see where it goes. I understand the vision of the founder, and like the story. I think this can be a quick rebound. I really don’t believe that this is something that gets obsoleted by AI. I might be wrong, and this is certainly not a high conviction idea. It’s just a fun pick. A very small position of mine. It could go down lower, but I think in 5 years we’ll look back at this, and think “boy, was everyone wrong on Duolingo”
Apr 4
at
8:48 AM
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