Despite USD/CAD ( USD:CAD ) falling to new 15-month lows of 1.35 in recent days, central banks on both sides of the US-Canadian border may be set to play their role in setting up a trendDmytro is an experienced finance, crypto, forex and investing writer based in London. He is also the founder of Solvid, Pridicto and Coinprompter. His work has been published in Nasdaq, InvestorPlace, U.S. News, Kiplinger, FXStreet, Entrepreneur, VentureBeat, InvestmentWeek, Finextra, Financial Express and The Diplomat. Dmyt ...

论整活儿，这届网友必须有发言权。 拿惯例的春节营销来说，就着马年，网友在线喊话伊利和蒙牛，点名要让马伊琍来代言。给伊利拟出的 slogan是"我是马伊琍，马年喝伊利"，转头又建议蒙牛签下马伊琍，slogan则是"伊琍（伊利）都说蒙牛 好"。或许是因为脑洞大得恰到好处，伊利很"听劝"，顺势签下了马伊琍，将网友的脑洞变成了马年春 节的营销实景。 不只网友，品牌们也自发地搞起了抽象。 跳出传统营销框架的品牌们，试图以荒诞、无厘头的画风抢占用户注意力。从春节档的流量炸场到日常 营销的持续破圈，抽象早已不是小众玩法，而是成为品牌对话年轻群体的主流语言之一。 几乎同期，老牌牛奶食品品牌李子园，尝试挣脱"登味饮品"的刻板标签，用一场"粉色液体风暴"席卷全 网。 这次李子园选择不走常规温情怀旧路线，而是融入嘻哈元素，邀请60多岁出道的说唱"法姥"桂香阿姨， 推出了一首说唱MV。MV中，桂香阿姨唱着"我和姊妹们一起喝点粉色的液体，一种甜甜的液体，一种 粉色的液体"，直白的歌词搭配上头的旋律，网友评价："从'质疑'到'成为'，只需将视频循环3次"。 还有早已刻入大众记忆、主打"年轻态"的脑白金。 这个深耕中老年市场的营养品品牌， ...

PITTSBURGH, Feb. 05, 2026 (GLOBE NEWSWIRE) -- Duolingo, Inc. (Nasdaq: DUOL), the world's leading mobile learning platform, will announce its results for the fourth quarter and full year ending December 31, 2025, following the close of the U.S. market on Thursday, February 26, 2026. The Company will host a video webcast at 5:30 p.m. ET on that day. The live video webcast will be accessible to the public through Duolingo’s Investor Relations website at https://investors.duolingo.com. A replay of the event wil ...

Duolingo shares hit their lowest price since 2023. Is the sell-off overdone?Shares of Duolingo (DUOL 8.83%) plunged 23.6% lower in January 2026, according to data from S&P Global Market Intelligence. The price drop continued a downtrend that started in 2025. The stock has backed down to prices not seen since March 2023, chiefly due to slower subscriber growth in a shaky global economy.January continued the downtrend for similar reasons. The market pressure also increased when CFO Matt Skaruppa announced his ...

Duolingo, Inc. (DUOL) ended the recent trading session at $131.93, demonstrating a -1.59% change from the preceding day's closing price. The stock's change was less than the S&P 500's daily gain of 0.54%. Meanwhile, the Dow gained 1.05%, and the Nasdaq, a tech-heavy index, added 0.56%. Shares of the company have depreciated by 24.04% over the course of the past month, underperforming the Business Services sector's loss of 6.48%, and the S&P 500's gain of 0.74%.The investment community will be closely monito ...

Core Insights - The investor emphasizes a blend of hands-on experience and academic background in corporate finance, focusing on long-duration growth opportunities while balancing the portfolio with low-volatility dividend-paying stocks [1] Investment Strategy - The analysis prioritizes fundamentals, business, and strategic perspectives as the most important factors in investment decisions [1] - The investor seeks high-quality companies with reasonable valuations rather than deep discounts, indicating a preference for intrinsic value over market price [1] - The experience suggests that excessively cheap stocks may have underlying issues, advising caution against deep discounts [1] Target Companies - The focus is on high-quality names, which may include lesser-known companies with potential for exponential share price growth over the long term [1]

Core Viewpoint - Baillie Gifford continues to focus on technology and growth sectors, maintaining a global perspective despite a reduction in total assets held to $120 billion, down $15 billion from the previous quarter [1]. Holdings Overview - As of Q4 2025, Baillie Gifford holds a total of 265 companies with assets amounting to $120 billion, reflecting a decrease of $15 billion from Q3 [1]. Top Holdings - The firm remains heavily invested in global technology and consumer giants, with a notable emphasis on Latin American e-commerce platform MercadoLibre, and Nvidia leading the portfolio, indicating confidence in the long-term potential of AI infrastructure [4]. Top Buys - Significant increases in holdings include: - Axon Enterprise (AXON) with an additional investment of $860 million - Medline Inc (MDLN) with $437 million - Rocket Lab (RKLB) with $399 million - Google-A (GOOGL) with $373 million - Duolingo (DUOL) with $357 million - The firm shows strong interest in vertical technology sectors, particularly in safety technology and education [5][6]. Top Sells - The firm has reduced its positions in: - Datadog Inc (DDOG) by $1.01 billion - Cloudflare (NET) by $990 million - Shopify (SHOP) by $680 million - BioNTech SE (BNTX) by $630 million - Meta Platforms (META) by $590 million - This indicates a strategic retreat from cloud computing and vaccine-related companies, likely based on valuation and growth switching logic [7][8]. New Positions - New investments include: - Medline Inc (MDLN) with $437 million - United Therapeutics (UTHR) with $157 million - MongoDB (MDB) with $112 million - BillionToOne (BLLN) with $104 million - Silvergate Capital (SVM) with $35 million - The new positions reflect Baillie Gifford's exploration in emerging fields such as rare disease treatment and databases, showcasing a commitment to long-term tracking in technology and healthcare [9][10].

David Gardner: Risk. A lot of people talk about it, but especially in the investment world, I've never found that talk very satisfying. First of all, how do you, how do I, how do they, define risk? What does it mean, even to say that's a risky stock? The definitions are often unclear. Then some professional analysts in the risk section of their stock research will say stuff like medium. As in, this is a medium risk stock. What does that mean? Well, more than a decade ago, I developed a 25 point risk rating ...

Core Insights - The podcast discusses a 25-point risk rating system developed by David Gardner to provide a more concrete and measurable understanding of investment risk, moving away from vague terms like "medium risk" [4][5]. Group 1: Risk Assessment Framework - The risk rating system consists of 25 yes or no questions, where each "no" adds a point, indicating higher risk with a higher score [5]. - The framework can be applied not only to individual stocks but also to entire portfolios by calculating a weighted average risk score [5]. - The discussion emphasizes that understanding risk is about studying quality and that lower-risk stocks can sometimes yield greater returns [5]. Group 2: Company Analysis - Etsy - Etsy reported a net income of $182 million over the past 12 months and $75 million in the last quarter, indicating profitability [12]. - The company had a free cash flow of approximately $205 million in the last quarter and $635 million over the past year [16]. - Etsy has over 93 million buyers and 8.5 million sellers, ensuring no single customer accounts for more than 20% of its revenue [22]. - However, Etsy's net promoter score is -7, indicating questionable customer sentiment, and it has seen a decline in active buyers and gross merchandise sales [26]. Group 3: Company Analysis - Duolingo - Duolingo achieved a net income of approximately $386 million over the past 12 months and was profitable in the last quarter, aided by a one-time tax benefit [13]. - The company reported a free cash flow of about $350 million, growing by 20% year over year [17]. - Duolingo has over 50 million daily active users, with 9.5 million being paid subscribers, indicating a diversified revenue base [25]. - The brand enjoys over 50% awareness in the U.S. language learning market, supported by strong word-of-mouth marketing [21]. Group 4: Financial Performance - Etsy did not increase its sales by 10%-40% annually in the previous three years, with only single-digit growth in 2023 and 2024 [30]. - Duolingo, on the other hand, has seen annual revenue growth of at least 40% over the past three years, with a compound annual growth rate of 42% [32]. - Etsy has more debt than cash and has issued convertible debt, raising concerns about its ability to operate independently without external funding [35]. - Duolingo has a strong balance sheet with over $1.1 billion in cash and short-term investments, indicating it can operate independently [36]. Group 5: Competitive Landscape - Etsy faces significant competition from larger companies like Amazon and Shopify, which have greater financial resources [45]. - Duolingo is considered a market leader with strong brand recognition, surpassing competitors like Babel and Rosetta Stone in user-based revenue share [46]. - While there are no true disruptors in Etsy's space, smaller alternatives exist, indicating a competitive environment [48]. - Duolingo faces potential disruption from AI technologies, although no direct competition currently exists [49]. Group 6: Stock Metrics - Etsy has a market cap of approximately $6 billion, which is below the $10 billion threshold [57]. - Duolingo's market cap is around $7 billion, also below the $10 billion mark [59]. - Etsy's beta is 0.85, indicating lower volatility compared to the market, while Duolingo's beta has fluctuated significantly, indicating higher volatility [61][62].

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgent need for energy to support its growth [1][2][3] Investment Opportunity - A specific company is highlighted as a potential investment opportunity, possessing critical energy infrastructure assets that are essential for meeting the increasing energy demands of AI data centers [3][7] - This company is not a chipmaker or cloud platform but is positioned to benefit significantly from the anticipated surge in electricity demand driven by AI technologies [3][6] Energy Demand and Infrastructure - AI technologies, particularly large language models like ChatGPT, are extremely energy-intensive, with data centers consuming as much energy as small cities [2] - The company is involved in the U.S. LNG exportation sector, which is expected to grow under the current administration's energy policies [7] Financial Position - The company is noted for being debt-free and holding a substantial cash reserve, amounting to nearly one-third of its market capitalization, which positions it favorably compared to other energy firms burdened with debt [8] - It is trading at less than 7 times earnings, indicating a potentially undervalued investment opportunity in the context of its critical role in the energy sector [10] Market Trends - The company is strategically aligned with several market trends, including the AI infrastructure supercycle, the onshoring boom due to tariffs, and the surge in U.S. LNG exports [14] - There is a growing interest from hedge funds in this company, suggesting that it is gaining recognition as a valuable investment opportunity [9] Future Outlook - The influx of talent into the AI sector is expected to drive continuous innovation and advancements, reinforcing the importance of investing in AI-related companies [12] - The overall sentiment is that investing in AI is not just about financial returns but also about participating in a transformative technological revolution [15]