Pedro Bañeres Escribano
Current concerns about $DUOL (Duolingo) being threatened by $GOOG (Alphabet) translate and learning options through AI are, in my opinion, not very strong. ❌ You don't want to learn when you are translating a restaurant menu or a word. Also this doesn't take into account $DUOL expansion we are seeing through chess learning courses which are entertaining and successful. User base is growing and they are positioned to expand beyond language learning. 🦉 The gamification of learning is something unique, people that really want to learn only use $DUOL as an extra, while most users just like the small learning and progress while playing a game (and not losing those streaks lol) 🔥 If Duolingo keeps the growth we saw last earnings for the following years, it's positioned to be a very successful investment. And if $GOOGL (Alphabet Inc Class A) ends up being the next big thing in this sector too then our portfolio is happy too 🎉
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