frankdev
@frankdev Bought $DUOL @329.0701
Spain
π”»π•¦π• π•π•šπ•Ÿπ•˜π• : β„π•–π•šπ•Ÿπ•§π•–π•€π•₯π•šπ•Ÿπ•˜ π•šπ•Ÿ 𝔸𝕀-π”»π•£π•šπ•§π•–π•Ÿ 𝔾𝕣𝕠𝕨π•₯𝕙 πŸš€ I’ve just increased my position in Duolingo ($DUOL (Duolingo)), allocating an additional 2.53% of my equity at $328.03 per share. I'm reinforcing my investment for the same fundamental reasons that convinced me initially: βœ… Rapid User Growth: Duolingo continues impressive growth, with daily active users (DAUs) up 51% to 40.5 million and monthly active users (MAUs) growing 32% to 116.7 million. βœ… Effective Monetization: Duolingo’s premium tier, Duolingo Max, powered by AI features, significantly boosts subscriber value and drives high lifetime user engagement. βœ… AI-Driven Efficiency: Leveraging generative AI, Duolingo accelerates content creation, enhancing user experiences and rapidly expanding into new verticals like math and music. βœ… Market Leadership: Duolingo maintains a leading position in the vast, global education market ($7.3 trillion), effectively disrupting traditional education through affordability and quality. βœ… Strong Financial Health: The company reported record quarterly revenue and free cash flow margins, supported by a solid balance sheet with no traditional debt. ⚠️ Investment Risks to Watch: High valuation, AI-related cost pressures, and competition from emerging AI platforms remain key considerations. Long-term, I believe Duolingo is exceptionally positioned to scale massively through AI innovation, creating substantial value for patient investors.
DUOL
Duolingo
477.38
-3.00 (-0.62%)
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