Duolingo: The Long View Is The Right View

OA Research500 FollowersFollow5ShareSavePlay(11min)CommentsSummaryDuolingo (DUOL) is down nearly 40% YTD, yet I remain extremely bullish and continue adding to my position.DUOL’s financials are robust: 50.5M DAUs (+36% YoY), 11.5M paid subscribers (+34%), and over $1B in cash, with no long-term debt.The company’s strategic shift prioritizes long-term user growth and teaching quality over near-term monetization, despite decelerating DAU growth.DUOL’s valuation is at a historic discount, and I see substantial upside driven by AI integration, product expansion, and founder-led vision. stockcam/iStock Unreleased via Getty Images There certainly seems to be a lot of fear and uncertainty around Duolingo (DUOL) as of late. Duolingo, which is one of my core holdings, has tanked since my last review over AI concerns and worries about theThis article was written byOA Research500 FollowersFollowI'm a financial consultant and lifelong investor. I like to focus on long-term and am particularly fond of founder-led businesses with growth potential.Analyst’s Disclosure:I/we have a beneficial long position in the shares of DUOL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Recommended For You