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← @akwilk

$DUOL

BULLISH2026-03-29
Price around the call
↑ 2026-03-29
By horizon✓ hit+0.9%
1d
✓ +1.8%
5d
✗ -2.0%
21d
✓ +0.9%
Original post
Adam Wilk · 2026-03-29

$DUOL is super interesting. In my view, the market is treating it a decelerating growth stock, but 90% of its user base doesn't pay anything, they have a DAU/MAU ratio trending toward social network levels, AI is expanding the premium tier's value proposition, and an underappreciated DET franchise that is actively disrupting the TOEFL/IELTS duopoly. The bear case is not very punitive from here, the bull case numbers get wild. Founder-led CEO, excellent balance sheet, buyback program in place.

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