Sell DUOL by Dec 30, 2026.

Admittedly, I don't get this company and I don't think it's a long term hold. It's supposed to be a learning company, and the mission is to "develop the best education in the world and make it universally available" except they don't optimize for "best education", they optimize for DAU. Earlier in the year management pivoted to delay monetization to continually grow the DAU funnel, and move certain features from upper tier subscription (MAX) to lower (SUPER) and freemium, making …