AECInvests

297 posts

AECInvests

AECInvests

@AecInvests

NYC 📍, Searching for undervalued companies with the potential for outsized returns, $TSLA, $LMND, and $DUOL

Manhattan, NY Inscrit le Ağustos 2024
308 Abonnements126 Abonnés
AECInvests
AECInvests@AecInvests·
@jcapitalgrowth In terms of stock price really don’t see this thing doing anything until we get that uptick in DAU growth probably back half 26 to beginning 27 which I’m totally fine with. Would definitely like to see some additional course rollout they’ve mentioned also
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Jae Capital Growth
Jae Capital Growth@jcapitalgrowth·
@AecInvests My cost basis on $DUOL is $300. It's common for any growth stock to be down 50%. Wallstreet hates that CEO isnt maxing monetization. Look at how fast their chess vertical scaled, relative to chess.com. Now ask yourself how AI can help them attack other verticals
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Jae Capital Growth
Jae Capital Growth@jcapitalgrowth·
If you haven't trained yourself to salivate when stock prices are this depressed - it's 100% skill issue. There are some excellent dips right now....3 that I think are very good buys are $SOFI, $HIMS and $DUOL All profitable, all growing and all have nothing to do with Iran..
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AECInvests
AECInvests@AecInvests·
@jcapitalgrowth In terms of data points was using Claude earlier and got some interesting points of nice growth in app downloads during January and February. Seems ab testing could be working nicely.
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AECInvests
AECInvests@AecInvests·
@jcapitalgrowth Nothing wrong with being down 50%, was down close to that on $LMND at one point and bought the way down to $10. Totally understand. Agreed on the utilization of AI by the team as well
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GVDFather
GVDFather@GVDInvestor·
@Stocksalute Idk if I would touch $DUOL as Ai gets better and better. Best of luck brother. 🫡
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Niels - Stocksalute
Niels - Stocksalute@Stocksalute·
Just bought Duolingo $DUOL. In at $99.50. Already down 6.5%, classic. 🙃
Niels - Stocksalute tweet media
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David Thompson
David Thompson@DavidThompsonZ4·
Big moves happening: $DUOL's chess pivot may be impacting core user growth, per D.A. Davidson. In-house data shows March momentum reversed strong Jan-Feb gains. Watch for a volume spike as the market digests this competitive shift. 💭
David Thompson tweet media
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8 ball 🇨🇦
8 ball 🇨🇦@ei8ht_ball·
@AecInvests You’re right. Probably that’s true. I just see the technicals and I don’t like it when they move slowly and I like to invest the money elsewhere where the stock is showing more momentum
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8 ball 🇨🇦
8 ball 🇨🇦@ei8ht_ball·
Planning to sell $DUOL shares once it gets to 115. It's very slow
8 ball 🇨🇦 tweet media
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Caesar Capital
Caesar Capital@CaesarCapitalz·
$DUOL I just reached a 365-day streak on Duolingo 😁
Caesar Capital tweet media
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AECInvests
AECInvests@AecInvests·
Key take aways: Focus on the long term - both business and share price "golden rule" of using AI Mission over everything else Nice segment on Luis life growing up and what he wants to do/is doing for his home country Give it a read! #main-content" target="_blank" rel="nofollow noopener">wired.com/story/the-big-…
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AECInvests
AECInvests@AecInvests·
@Chicky_Think Totally agree, consistent reiteration and minor added details to points still is massive. Just finished reading it, enjoyed the question sparking I thought were more details on the longer term outlook of the business and Luis main end goal of a billion users. Truly great mission
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AECInvests
AECInvests@AecInvests·
@EquityBrian Very different use cases, ones desire for learning will not disappear with a useful translation tool. Sure someone that doesn't have this desire would love this, but wanting to learn a language doesn't go away just because you can translate what someone else is saying.
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AECInvests
AECInvests@AecInvests·
@KULOLO808 @Cubsz2016 @alc2022 Having a program adapt to your skill level fluctuations is far superior from average textbook learnings or searching specific topics in my opinion.
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AECInvests
AECInvests@AecInvests·
@KULOLO808 @Cubsz2016 @alc2022 Again you have the ability/drive to learn without losing attention, that’s great! Same logic as you could open a textbook and read it front to back. But having lessons structured around your actual progress an reiterating prior learnings is poweful for the average person
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Antonio Linares
Antonio Linares@alc2022·
Bought more $DUOL today in the big portfolio. My new average is $186.4.
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AECInvests
AECInvests@AecInvests·
@vladtiminski @adibmirza @alc2022 Who said anything about selling a company once it 10x. If the company continues executing at that point in time and still has room to grow, there is no need to ever sell it.
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Vlad
Vlad@vladtiminski·
@AecInvests @adibmirza @alc2022 Yeah but also the people that are happy with a 10X in 10 years and taking profits / selling are not the people that are in for a 100 bagger run over the coming decades. Both are trillion dollar companies in the making and you do the math on the number of Xs
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AECInvests
AECInvests@AecInvests·
@KULOLO808 @Cubsz2016 @alc2022 Also, the AI argument totally get if they weren't also utilizing. U still have to market it and don't think someone is going to say I'm stopping Duolingo to go Poopolingo since on a very service level could look similar. formatting, but the underlying tech/data is very different.
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AECInvests
AECInvests@AecInvests·
@KULOLO808 @Cubsz2016 @alc2022 50m DAU and 100m+ MAU come out of thin air also with AI? It's common sense if you really think about it with this argument. You have to attract the customer, delight them with your product, and in turn create a habit they enjoy doing.
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AECInvests
AECInvests@AecInvests·
@vladtiminski @adibmirza @alc2022 Throwing around the range of 10-50x like that is not a needle in a haystack is crazy over a 10 year span. Anything close to a 10x max in 10 years is a fantastic return anyone would be more than happy with
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Vlad
Vlad@vladtiminski·
@adibmirza @alc2022 If you think that this thesis will play out in 5-10 years you are gonna get a 10x but miss out on the next 10-50x
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