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"Number five is a more controversial pick... I believe this company could represent one of the best investments over the next 5 years, and I believe that it's a buy under $400 per share. ... Even though there are criticisms that Dualingo is just an app using other people\'s technology, the fact that it is the top customer using OpenAI\'s API shows its leverage in artificial intelligence."
Despite skepticism about its simplicity and dependence on third-party AI models, Carlson argues that Duolingo is uniquely positioned with strong user engagement and subscription growth, making it a promising long-term investment if acquired under $400.

"Duolingo is pushing full steam ahead in chess... Soon you'll be able to play against other learners. I believe this represents a meaningful growth path for the company."
The host discusses Duolingo's new initiative to integrate a chess platform featuring player-versus-player matchups and enhanced engagement tools. This move is seen as a strategy to drive user growth and retention, potentially translating into improved revenue. The host remains invested despite short-term volatility, emphasizing the long-term value in broadening the user base.
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