1Sem.·

Help needed! Duolingo 💚

As I received salary I’m looking to invest some more into the market. Ofcourse I am looking for some great opportunities and think $DUOL is one of them. I’m hesitating because of the high valuation although I use it every day myself. From how I see it AI is the biggest strength of Duolingo instead of a threat for them. What do you think about Duolingo and is it a buy at this moment?

8 Commentaires

GeldGenie@GeldGenie

1Sem.

Not sure I need an app to learn languages when an on-device generic app will be able to help me as well and better because it’s got my data 🤷‍♂️

Haven‘t read hugely into their revenue streams and stuff, bit feels like they might profit short term but loose long term.

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DBD_073@DBD_073

1Sem.

@GeldGenie don’t you think they have a MOAT in the data of people that are trying to learn a language via their app? Besides that I think people always try to learn languages and not everything will be automatically. How do you see it?

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GeldGenie@GeldGenie

1Sem.

@DBD_073 Even just ChatGPT can give you a full learning plan, adapt and improve. Make learning cards and so on. I doubt, that the mass data is decisive there - rather it’s the data on a user. So Google, Meta, Microsoft I see to have the edge.

But as I said, until LLMs and GAI are at that point: Duo will cut costs vastly and have great margins. I just wouldn’t stick with them
forever, the drop
might hurt.

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DBD_073@DBD_073

1Sem.

@GeldGenie interesting insight, thanks for giving your opinion!

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GeldGenie@GeldGenie

1Sem.

@DBD_073 Please to do so 👍 And really just an opinion. 😊

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Leonardo@FascioeMartello

1Sem.

If you think people will still want to learn languages and do so in an entertaining way then Duolingo is fine, they are growing quite fast, the danger of AI is real but I think the managment understands the opportunity of integrating AI, LLMs are not competitor today, nobody uses chat gpt or gemini to learn a language, be searious, but in 5 years idk, their moat isn't strong but the product is very sticky

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Raphaël@Centurion10

1Sem.

It’s all about the gamification. Learning a language on $DUOL is way more fun than chatting with an LLM, that’s my opinion. I don’t know much about the company itself, but the product is great and widely loved.

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The W.@thewolfofallstreetz

1Sem.

@Centurion10 Perfect summary! They have such great design and experimentation capabilities that make users come back. This is key to learning any new skill. I am bullish on the company but we will see over the next quarters whether competition like Google Translate & Co. will slow down their momentum. So far, it has not as witnessed by the stellar growth of fundamentals since launch of ChatGPT in 2022.

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