Founded by former Thiel fellows, AI language tutoring app Speak started its journey in Seoul, South Korea. But as it enters the U.S. market, it’ll have to compete with better-known rivals like Duolingo. https://t.co/4fzpeBsoNj (Photo: Speak) https://t.co/YVFphtRS8s ...

Core Insights - The article discusses the investment strategy of Michael Wiggins De Oliveira, who focuses on buying undervalued companies during pivotal moments in their business narratives, particularly in the tech and energy sectors [1] - Michael manages a concentrated portfolio of approximately 15 to 20 stocks, with an average holding period of 18 months, aiming for significant profitability over the next year [1] - The investment group led by Michael, Deep Value Returns, offers insights through its portfolio, timely stock updates, weekly webinars, and community support for investors [1] Company and Industry Summary - Michael Wiggins De Oliveira is recognized as an inflection investor, emphasizing the importance of timing in investment decisions, especially in the context of the Great Energy Transition, which includes uranium [1] - The investment approach is characterized by a focus on value stocks, leveraging over 10 years of experience in analyzing companies within the tech and energy sectors [1] - The community aspect of Deep Value Returns fosters engagement among both new and experienced investors, providing a platform for shared insights and advice [1]

Group 1 - The article discusses the investment strategy of Michael Wiggins De Oliveira, who focuses on buying undervalued companies at pivotal moments when their business narratives are shifting towards increased profitability [1] - Michael's investment portfolio is concentrated, typically holding around 15 to 20 stocks with an average holding period of 18 months, emphasizing sectors like technology and energy transition, including uranium [1] - The article highlights the community aspect of the Investing Group Deep Value Returns, which offers insights, timely updates, and support for both new and experienced investors [1] Group 2 - Michael Wiggins De Oliveira has over 10 years of experience in analyzing companies, particularly in the tech and energy sectors, and has built a following of over 40,000 on Seeking Alpha [1] - The group provides features such as weekly webinars for live advice and a vibrant community accessible via chat, enhancing the investment experience for its members [1]

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Core Insights - Duolingo's business is experiencing rapid growth, with a significant increase in users, revenue, and profits in Q3 2025 [1][8] - Despite a 63% decline in stock price from its peak, the company is seen as an attractive investment opportunity due to its advancements in AI and user engagement strategies [2][3] User Growth and Engagement - Duolingo reported 135.3 million monthly active users in Q3 2025, marking a 20% year-over-year increase [4] - The platform had a record 11.5 million paid subscribers at the end of Q3, representing a 34% increase from the previous year [5] Revenue and Financial Performance - Q3 2025 revenue grew by 41% year-over-year to $271.1 million, exceeding the company's guidance [8] - Net income soared to $292.2 million, largely due to a one-time tax benefit of $245.7 million, while adjusted EBITDA increased by 68% year-over-year to $80 million [9][10] Subscription and AI Features - Duolingo Max, the premium subscription tier, accounted for 9% of the total subscriber base, with bookings doubling year-over-year [6][7] - The introduction of AI-powered features is expected to enhance user experience and drive revenue growth [6][7] Stock Valuation and Market Sentiment - Following a significant stock price drop, Duolingo's price-to-sales (P/S) ratio decreased to 10.6, down from over 30 earlier in the year [12] - The price-to-earnings (P/E) ratio has also fallen from over 240 to around 80, with future earnings estimates suggesting a forward P/E ratio of 23.1 for 2026 [14] Strategic Shift - The CEO announced a strategic shift focusing on user acquisition and improving the learning experience rather than immediate monetization, which has raised concerns among investors [11]

Core Insights - Chegg is set to announce its earnings results, with analysts expecting a significant revenue decline of 44.2% year on year to $76.28 million, following a previous quarter where it reported revenues of $105.1 million, down 35.6% year on year [1][2] Revenue Performance - Last quarter, Chegg exceeded analysts' revenue expectations by 3.8%, reporting revenues of $105.1 million, despite a year-on-year decline of 35.6% [1] - Analysts have generally reconfirmed their estimates for Chegg over the last 30 days, indicating a stable outlook heading into earnings, with the company having only missed Wall Street's revenue estimates once in the past two years [3] User Metrics - Chegg reported 2.62 million users, reflecting a significant decline of 39.9% year on year, alongside a notable miss in the number of services subscribers [1] Peer Comparison - In the consumer subscription segment, peers like Roku and Duolingo have shown contrasting performance, with Roku achieving a year-on-year revenue growth of 14% and Duolingo reporting a 41.1% increase, indicating a mixed environment for subscription services [4] Market Context - The consumer subscription stocks have generally underperformed, with an average decline of 3.6% over the last month, while Chegg's stock has dropped 28.7% during the same period [5]

Core Insights - JR Research is recognized as a top analyst by TipRanks and Seeking Alpha, focusing on technology, software, and internet sectors, as well as growth and GARP strategies [1] - The investment approach emphasizes identifying attractive risk/reward opportunities with robust price action to generate alpha above the S&P 500 [1] - The investment group Ultimate Growth Investing specializes in high-potential opportunities across various sectors, targeting stocks with strong growth potential and significant upside recovery possibilities [1] Investment Strategy - The strategy combines sharp price action analysis with fundamentals investing, avoiding overhyped and overvalued stocks [1] - Focus is placed on growth stocks with robust fundamentals, buying momentum, and turnaround plays at attractive valuations [1] - The investment outlook is typically 18 to 24 months for the thesis to materialize [1]

JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...

Core Viewpoint - Duolingo Inc is a leading online language learning platform with strong growth potential, despite recent stock volatility [2][3][5] Financial Performance - Duolingo reported a 40% increase in revenue and improved profit margins in the third quarter, indicating strong financial health [2][6] - The company's market capitalization is approximately $8.57 billion, reflecting its significant presence in the edtech sector [4][6] Stock Performance - Duolingo's stock opened nearly 25% lower, with a current price of $186.96, representing a decrease of 28.10% from previous levels [3][6] - The stock has fluctuated between a low of $182 and a high of $194.30 on the day, with a trading volume of 8,372,943 shares [4][6] Market Outlook - Ryan MacDonald from Needham set a price target of $300 for Duolingo, suggesting a potential increase of approximately 62.7% from its current price [2][6] - The company's growth ambitions are described as 'far grander' than previously thought, indicating a promising outlook for future expansion [5]

Core Insights - Duolingo, Inc. (NASDAQ: DUOL) reported its Q3 FY25 earnings, surpassing expectations on both revenue and earnings, yet the stock experienced a significant decline post-announcement [1]. Financial Performance - The company achieved a beat on both its top and bottom lines in the latest earnings report [1]. Market Reaction - Despite the positive earnings report, the stock was "slaughtered," indicating a negative market reaction [1].