Cautious Long-Term Play on Duolingo Amid Volatility

3 months ago

Joseph Carlson

"Duolingo is a stock that everybody has an opinion on. I own a little position in it, and right now I'm in the red. I believe this quarter, the monthly active users might be the weak spot, even though daily active users and paid subscribers remain strong. It's one of the most volatile stocks I've been a part of, with the potential to swing up or down by 15% or more. As a fundamental investor, I plan to stay invested for the long term, banking on its growth in revenue and earnings per share over time."

The speaker discusses Duolingo's inherent volatility and near-term challenges with monthly active user growth while acknowledging its strong long-term fundamentals and conversion metrics. His position is one of cautious long-term commitment despite short-term price swings.

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