u/Alpphaa

The author argues the entire bear case for Duolingo is that it is down ~80% from highs, which he says confuses a broken stock with a broken business, since the decline tracked the broader software selloff rather than company fundamentals. He contends the company is profitable with a strong balance sheet and improving economics, and that Duolingo is the default language-learning app worldwide with a sticky product, ubiquitous brand and low disruption risk. He frames this as a long-term bet on the product and economics rather than a short-term trade, with substantial upside if sentiment normalizes.