- Entry
- $385.81
- Final
- $176.30 -54.3%
- Target
- —
- Score
- -1.00
I am long Duolingo. Here is the summary of my thesis and the near term setup. Thesis in one line A product that gets better the more it is used, with a flywheel across free learners, paid tiers, and the English testing business. Execution has accelerated, guidance is moving up, and new subjects and AI features create fresh monetization vectors. What has actually changed in 2025 1. Growth is still brisk at scale. Q2 FY25 revenue grew 41 percent with …
— ORIGINAL POST ·
Why I am long Duolingo: durable compounding from product-led growth, AI flywheel, and a second act in testing and new subjects
· r/investing
· Oct 10, 2025