Daniel and Shawn dive into Duolingo, the leading language learning app with 50M+ daily users and the chaotic green owl as a mascot. What you’ll learn here: 00:00:00 - Intro 00:05:51 - About the mission of the CEO and Founder, Luis von Ahn 00:08:29 - Why Duolingo was founded 00:10:34 - Why Duolingo works better than other apps 00:17:16 - About Duolingo's user numbers and growth 00:37:55 - Why the stock dropped 80% 00:40:55 - Whether AI is a threat or an opportunity 00:53:47 - What the bull and bear cases look like 01:10:36 - Valuation discussion of Duolingo 01:18:11 - Whether Shawn and Daniel add Duolingo to the portfolio Transcript & Host Info: https://www.theinvestorspodcast.com/intrinsic-value-podcast/ 🤝 Connect with dedicated, savvy investors who are committed to building wealth alongside you. https://www.theinvestorspodcast.com/intrinsic-value-community/ 📨 Sign up for The Intrinsic Value Newsletter: https://www.theinvestorspodcast.com/subscribe-youtube/ ▶️ Related Episodes: - Valuing Constellation Software (CSU): 100-Bagger at Historic Drawdown: https://youtu.be/eqXXM8ZGAD8 - Netflix ($NTFLX): Did Netflix Finally Win The Streaming Wars?: https://youtu.be/qRWNidjanMs - Hermes ($RMS): Outperforming the Market paying a Luxury Premium: https://youtu.be/Hout_0Jr9rs Listen to our episodes here: https://open.spotify.com/show/7dnn22EWyo6MLsPaR492BM Visit our website: https://www.theinvestorspodcast.com/intrinsic-value-podcast/ Free PDF: Investing for Beginners: 4 Principles of Stock-Picking: https://www.theinvestorspodcast.com/subscribe-youtube/ ⚠️ Disclaimer: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting. #Duolingo #DuolingoStock #StockAnalysis #LanguageLearningApps #Investing