Substack · Elliot’s Musings · Elliot
An Early Read on Software Earnings: Everyone Beat, Half Got Sold
For the better part of two years, the argument about application software has been whether AI agents would eat seats.
US · 15 entries · 9 publications
DUOL
Duolingo
- Entries
- 15
- Bullish
- 2
- Bearish
- 1
- First
- Sep 19, 2025
- Latest
- Oct 7, 2026
More bullish than bearish among those that state a stance.
Jan 25 – Oct 26 · per month
Full performance tracking Pro · free during launch
Alpha of every thesis on DUOL at 1, 3 and 6 months and since publication, and the full chart vs its benchmark.Free during launch: log in or sign up with your email to see it.
Sign up freeSector research that mentions it
1Timeline
Newest to oldest- October 2026 1 entry
Substack · DualEdge Invest · DualEdge Invest, The Pursuit of Compounding
The Two Front War Decoding Duolingo
Part II What the habit is worth to shareholders
Since publication −8.7% α −7.0 pp vs S&P 500 · USD
- September 2026 2 entries
Substack · Lorenzo2cents · Lorenzo Bastianelli
Why I sold Duolingo
$DUOL Q2 2026 ER Update
Since publication +7.2% α +6.1 pp vs S&P 500 · USD
Substack · Stay Invested · Investor Denis
Duolingo: An Undervalued Learning Platform With Operating Leverage
It’s a bargain now
Since publication −8.3% α −9.0 pp vs S&P 500 · USD
- August 2026 1 entry
Substack · Nuestras Finanzas Blog · Héctor Simora
💚Duolingo: Valoración, precios objetivo y análisis resultados Q2 2026
(Artículo y 2 vídeos). En este artículo hago una estimación de los precios objetivo de Duolingo y un resumen de la presentación de resultados del Q2 2026 que tuvo lugar el pasado 5 de agosto.
Since publication +1.0% α +2.0 pp vs S&P 500 · USD
- May 2026 3 entries
Substack · Lorenzo2cents · Lorenzo Bastianelli
Duolingo: The Owl Has a Distribution Problem
$DUOL Q1 2026 ER Update
Since publication +30.7% α +27.0 pp vs S&P 500 · USD
Substack · The Value Desk
Duolingo (DUOL) Q1 2026: The Pivot Is Holding
A month after writing about Luis von Ahn's long-term bet, the numbers are landing
Since publication +32.0% α +27.7 pp vs S&P 500 · USD
Substack · Nuestras Finanzas Blog · Héctor Simora
💚Duolingo: Resultados Q1 2026
(Artículo y 2 vídeos). Resumen de la presentación de resultados. Y en los vídeos de YouTube lo trato de forma más extensa.
Since publication +32.0% α +27.7 pp vs S&P 500 · USD
- April 2026 1 entry
Substack · The Value Desk
Duolingo Cut Margins to Reach More Users. The Stock Dropped 82%
What an 82% drawdown and a $400m Buyback are telling you about Duolingo
Since publication +39.5% α +23.4 pp vs S&P 500 · USD
- February 2026 3 entries
Substack · Nuestras Finanzas Blog · Héctor Simora
💚Duolingo: Resultados Q4 2025. Anunció un cambio de estrategia, con foco en crecimiento de usuarios e IA.
(Artículo y vídeo). En este artículo hago un resumen de la presentación de resultados del Q4 2025 que tuvo lugar el pasado jueves. Y en el vídeo de YouTube trato dichos resultados de forma más extensa
Since publication +37.5% α +25.9 pp vs S&P 500 · USD
Substack · Joseph's Substack · Joseph Blumenfeld
The Case for Duolingo
A Misunderstood Company in a "Falling Knife" Market.
Since publication +23.7% α +11.5 pp vs S&P 500 · USD
Substack · Secret Sauce Investing
Duolingo Deep Dive $DUOL
The bird is the word 🦉
Since publication +14.8% α +4.2 pp vs S&P 500 · USD
- January 2026 1 entry
Substack · MoneyFlow Research · Mike Kytka
Duolingo ($DUOL): The Owl was Resurrected, But for Investors It's Still (Mostly) Dead
The stock is down 70%, but as the illusion of user engagement shatters, paying a blue-chip price for a venture-stage pivot is a recipe for dead money.
Since publication +21.4% α +32.3 pp vs S&P 500 · USD
- November 2025 1 entry
Substack · Nuestras Finanzas Blog · Héctor Simora
💚Duolingo: Resultados Q3 2025 (Webinario)
(Artículo y vídeo). Resumen de los temas y preguntas que se abordaron durante la presentación de resultados de Duolingo del tercer trimestre de 2025. O si lo prefieres, también lo puedes ver el vídeo.
Since publication −28.1% α −40.5 pp vs S&P 500 · USD
- October 2025 1 entry
Substack · Amit’s Substack · Amits Deep Dives
DUOL: AI Language Hype or A True Compounder?
A deep dive into Duolingo
Since publication −57.2% α −72.4 pp vs S&P 500 · USD
- September 2025 1 entry
Substack · Nuestras Finanzas Blog · Héctor Simora
💚Duolingo: Tesis de inversión
(Artículo y vídeo). Análisis de la empresa Duolingo tras las caídas de los 2 últimos meses.
Since publication −52.4% α −67.6 pp vs S&P 500 · USD
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.