DUOL
Duolingo, Inc. Class A Common Stock
stock NASDAQ

What were your positions on UNH and DUOL? Are you still holding positions in these two?

Yeah DUOL! lol

Wow that’s some good picks for 2025. On a side note thank fuck I didn’t short DUOL after reading that one DD 😂.

I am looking at both.
Here's my take on it, by using DUOL as an analogy:
Self-taught people are rare.
People usually prefer to attend classes and to be in a structured, conditioned environment that offers predictability, constructive feedback and a complete set of courses.
This kind of completeness is trusted and familiar, it's the school-effect.
To compete with DUOL a company has to mimic DUOL - by appealing to the school-effect.
So why then go with something else than DUOL?
The competition may be tougher in the future, but DUOL is the de facto market leader.
I think the completeness of ADBE and CRM would be hard to compete against.

+$124K $DUOL