DUOL
2 tracked calls · 1 long · 1 short · last 90d: 0L/1S
first called by Invest Like the Best 7mo ago
SHORT2mo ago
“However, we find an abnormally long left tail of "value traps" – stocks, such as Duolingo, which appear unattractive even after huge drawdowns.”Sparkline Capital
Duolingo screens as a value trap, cheap on multiples but weak on intangible moats, at risk after its drawdown
DUOLSHORT@ $114.53
$137.41-19.98%
since call May 19
LONGPOSITION7mo ago
“Luis has talked about being 20x faster and generating content. And we've already seen it. He's publicly said he developed Chess, which is doing incredibly…”Invest Like the Best
Duolingo was purpose-built for AI, so it ships products 20x faster and turns a point app into a learning suite.
DUOLLONG@ $189.82
$137.41-27.61%
since call Dec 16