Duolingo: Why I'm Buying Shares
Duolingo is an online education platform that is best known for their gamified mobile language learning app with 49.5m monthly active users and 13.2m daily active users.
Dear subscribers,
Please see below the link for an exclusive article I published last night on Seeking Alpha about why I recently purchased shares in Duolingo.
It got rated as an Editors’ Pick so well worth a read (although I may be a bit biased!)
Duolingo: Why I’m Buying Shares
Here’s another link to the article and a short recap:
Duolingo has quickly become one of my favourite companies.
- Founder-led
- High R&D spend
- 45% CAGR in DAUs since 2020
- 7.2% paid sub penetration (doubled since 2020)
- Barely begun to monetise free users with ads
- $566m net cash + 11% FCF margins
Cheers,
Jordan
PS: Please send any interesting companies, feedback, or ideas for future articles my way! I’m pretty responsive via email - jordan.martenstyn12@gmail.com.