Added to YB: 2026-04-14
Pitch date: 2026-04-11
DUOL [neutral]
Duolingo, Inc.
+3.77%
current return
Author Info
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Company Info
Duolingo, Inc. operates as a mobile learning platform in the United States, the United Kingdom, and internationally.
Market Cap
$4.2B
Pitch Price
$90.14
Price Target
N/A
Dividend
N/A
EV/EBITDA
18.92
P/E
10.51
EV/Sales
3.07
Sector
Diversified Consumer Services
Category
growth
Why I own Duolingo
DUOL (holding update): Despite weak moat (4.6/10) & moderate quality (6.7/10), holding through <20% revenue growth guidance. Strong cash efficiency & capital returns offset declining asset productivity. Founder hasn't sold shares; prioritizing user growth over short-term monetization. Relaxing revenue-based thesis invalidation rules to avoid premature exit from potential long-term harvester.
Read full article (6 min)