Investor, Designer & Traveller. Hit a $100k net worth from zero by 23, now building with Chartloom to help others
Bullish: $AMD $META $DUOL $NOW $HIMS $ODD
@weary_centurion For the 40-60% deduction in CPA, I think the math might be wrong?
Tried to fully figure this out with Grok to double check myself, and here's what it gave me: (table below)
So even with the reduction by 40-60% on current CPA, it would still be above H1 2025.
@alc2022 Yes exactly. The stock has unfairly been punished.
I've been writing exactly about this flywheel... Shouldn't bet against a company that incrementally gets better with every new user
$DUOL processes nearly 2 billion exercises every single day.
Each one teaches the AI how to teach the next person better.
More learners β better personalization β better outcomes β more learners.
The flywheel isn't the Duolingo owl. It's the data.
That's why I am bullish on $DUOL - few understand this...
Just reached over 350 followers already! π
Thank you everyone so far thatβs helped
Getting closer to 500 π
Will keep posting about the stocks I invest in and my thoughts πͺ
I think you're confusing ambition with pathology.
Many billionaires keep going because they enjoy building and competing at scale. The money is mostly a byproduct of creating products and services that millions of people choose to use. Serial killers harm others for pleasure. These people create jobs and useful things. Not the same thing.
@fivepointscap Yes I wouldn't want to own it here
Unless revenue growth is expecting to really accelerate.
Your paying too much upfront right now, if growth even stays flat, the P/S rating will slowly go down and over a longer period this could just trade flat to down
@StockMKTNewz Either ends 2026 at $200 or $60. I don't think there's in between
I think this will be very volatile. I wouldn't be interested at this valuation. Maybe at like $40 per share...
@adam_tooze My only concern is customer concentration risk. A hand-full of customers are majority of the revenue, and all of them are trying to produce their own chips