AECInvests

@Cubsz2016 @LluisFondeStock @moneyflowinvest Same thing happened with Lemonade, stocks come down to a value the market believes is fair but also undershoot to the downside creating opportunity where you see fit. Countless other examples

@Cubsz2016 @LluisFondeStock @moneyflowinvest Would agree buying at the high would have been very silly, no argument there. The current value out to 2030 brought back to today utilizing company guidance along with some thinking out makes today very attractive in my opinion.

First, thanks @moneyflowinvest for your long bear thesis on $DUOL. I have to say that, in my opinon, there are some significant first-principles flaws in your reasoning. 1.- "This bet ignores the looming threat of improving 'Zero-Shot' capabilities and human-like sample efficiency, which threaten to render Duolingo's data-driven teaching moat obsolete by making linguistic expertise accessible to any competitor." You say input is king. That is wrong, especially for language learning. Any poliglot will stress output. Without output, input is almost irrelevant. Luis knows that, and that's why the new metric 'words spoken per Max subscriber' is key. It measures output, high cognitive workload output. You didn't even mention this metric, but it is extremely key to the thesis, since it will boost student outcomes. 2.- "the vast majority of even the 'elite' user base engages at levels that merely match the average daily usage of platforms like TikTok (58 minutes) or YouTube (48 minutes). This reveals a dual failure in the product’s promise: it is neither gamified enough to compete with social media for attention, nor effective enough educationally to justify high engagement for the masses." Nobody learning a language should spend too much time within the method itself (inside the app); instead, they should practice outside. For example, input should come from Google, Netflix, reading, listening to songs, podcasts, and newspapers. There should also be a lot of output: talking alone, talking to whomever, shadowing, and writing. It has always been like this. Learning a language effectively requires exactly that. I will be more than happy to discuss these points and any others in your long thesis.

@Cubsz2016 @LluisFondeStock @moneyflowinvest I’m not following the above? Stock price being down is a bear argument? Would love to hear some genuine concern you’ve found around the business outside of the flat blanket statement of ai can recreate Duolingo with ease. Seriously want to hear your thoughts. Thanks!

@LluisFondeStock @moneyflowinvest The bear argument took care of itself already idk what you are trying to rationalize. This is a dud

@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

@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

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..

@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.

@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

@GVDInvestor @Stocksalute Say I make an identical appearing app how do I get 100 million plus MAU out of thin air?

@Stocksalute Idk if I would touch $DUOL as Ai gets better and better. Best of luck brother. 🫡

Just bought Duolingo $DUOL. In at $99.50. Already down 6.5%, classic. 🙃

@DavidThompsonZ4 Wym by the above?

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. 💭

@ei8ht_ball Gotcha, makes sense!

@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

Planning to sell $DUOL shares once it gets to 115. It's very slow

@CaesarCapitalz @stonk_wisdom Buying more?

@stonk_wisdom I’m only down 50% on my $DUOL position 😂

$DUOL I just reached a 365-day streak on Duolingo 😁

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-…

@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

@AecInvests You are welcome!. Mostly nothing new but worth a read/watch.

Good interview by CEO to understand the brain behind $duol wired.com/story/the-big-…

@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.

Imagine being a $DUOL bull in 2026.

@HolySmokas $LMND no doubt about that

You are forced to go ALL IN 1 stock for the next 36 months… what stock you picking?

@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.

@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

Bought more $DUOL today in the big portfolio. My new average is $186.4.

@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.

@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