Pedro Bañeres Escribano
What a ride $DUOL (Duolingo) , our recent adquisition dropped 30% when we first bought (after rising 30% post-earnings) And while I expected a small correction and entered with a small amount to DCA I didn't forsee how it dropped to pre-earning prices on close to no news. 😱 What did we do? Panic and sell? Of course not, we took the opportunity to buy more of this company at a huge discount. Basically we were buying pre-earning prices knowing the earnings were insanely good. 💸 This company growth is insane, and while normally growth slows gradually, AI has changed that, as models learn the more they are used, and $DUOL is positioned to take advantage of this. 🦉 I have also relocated my portfolio, giving more weight to the winners and rebalancing my positions. $GOOG (Alphabet) continues the lead while $HIMS (Hims & Hers Health Inc) pulls back a bit and $PYPL (PayPal Holdings) keeps sleeping.
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