Sell DUOL by Mar 2, 2025.

tldr: bearish short-term as I'm worried about the conversion and retention rate of key revenue driver(GenAI paid subscription), optimistic on long-term growth, Duolingo is a great app. DD: $DUOL has seen tremendous growth since Dec 2022, about the same time ChatGPT was announced, stock has 4x since then. The platform also boasted a 40% jump in total revenues YoY, driven by growth in DAU/MAU and paid subscriptions. There’s no doubt that Duolingo’s recent financials paint a picture of strong momentum. …