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$DUOL

3 theses
bullish 100%neutral 0%bearish 0%
Avg return (1w)
-2.9%
Win rate (1w)
0% (1 resolved)
1d3d1w1m3m6m1y

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Sep 14, 4:30 PM ET
$DUOLr/wallstreetbetsDiscussionbullish
u/Budget_Rope_7699 · 137d agono track record yet
“Longing DUOL calls into earnings”

DUOL recovery

DUOL is positioned to leverage AI to improve teaching outcomes and capitalize on language fluency becoming a social class indicator. The company will recover as users remain addicted to learning despite AI commoditizing translation, driving earnings growth and call profitability.

At post $111.25Now $151.14+35.9% since postedas of Sep 14, 4:30 PM ET
1d—
3d-0.9%
1w-2.9%
1m+0.1%
3m+20.1%
6m—
1y—
original post →
$DUOLr/ValueInvestingStock Analysisbullish
u/armadillo_stocks · 144d ago8 prior · 0% at 3mo
Long DUOL

I’ve invested $2m in SaaS stocks. This is why.

SaaS incumbents like Duolingo are undervalued after market overreaction to AI disruption. Established companies have elite teams, strong switching costs, and the resources to leverage AI to improve products and expand market share with existing customers. Organizational adoption of new tech stacks is slow, giving incumbents time to adapt.

At post $103.45Now $151.14+46.1% since postedas of Sep 14, 4:30 PM ET
original post →
$DUOLr/ValueInvestingStock Analysisbullish
u/stockoscope · 161d ago7 prior · awaiting results

DUOL, HIMS, NKE and PYPL are all down 75-85% from their highs. Which selloffs are justified and which ones don't add up?

Duolingo's 82% selloff appears mispriced. Revenue grew 38% last year, margins held steady at 72%, and the company generates $370M in FCF with minimal debt. The selloff hinges on AI disruption risk, but the core business remains healthy.

At post $100.51Now $151.14+50.4% since postedas of Sep 14, 4:30 PM ET
original post →

End of results.