Avoid Buying Duolingo Amid Slowing Growth Momentum

2 months ago

"So then the ultimate question is am I buying Dualingo here? And the answer is no. And the reason is because I am not personally confident in this business's moat and potential to take a position in the stock and feel comfortable with it."

The speaker expresses a clear decision not to buy Duolingo due to concerns over decelerating growth—particularly in total bookings and revenue momentum—even though recent financial metrics remain strong. This caution stems from uncertainty about maintaining a long-term competitive moat.

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