Duolingo: Sound Business, Temporary Headwinds
Group 1 - The research team is based in Singapore and focuses on exploiting market inefficiencies to identify undervalued investment opportunities for long-term alpha generation [1] - The team emphasizes a disciplined investment approach that combines top-down macro themes with bottom-up fundamental analysis [1] - The team is willing to challenge consensus views to develop investment theses based on attractive valuations within their investment universe [1]