Offshore
Video
Umesh
This thing makes browsing feel calm again.
A unified search, chat, and actions experience.
Here’s how it works 🧵 https://t.co/uQDCQZ392r
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This thing makes browsing feel calm again.
A unified search, chat, and actions experience.
Here’s how it works 🧵 https://t.co/uQDCQZ392r
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AkhenOsiris
$ABNB to become like any other OTA 🙄
Airbnb CEO Brian Chesky said the company needs to expand more into experiences, hotels, and the international market if it’s going to get the growth rate back up.
Airbnb CEO Brian Chesky said the company needs to diversify its business model to boost its bottom line.
“I'm not happy about where the growth rate is in the company,” Chesky said at the Skift Global Forum in New York on Tuesday. “I think the company should be growing significantly faster. It should at least be growing in the teens.”
Chesky added he eventually wanted growth to exceed 20%. For the third quarter, growth is expected in the 8% to 10% range.
However, Chesky said he believed Airbnb would “accelerate” next year with a slate of new initiatives, which include a marketplace for booking experiences and services, adding hotels to the platform.
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$ABNB to become like any other OTA 🙄
Airbnb CEO Brian Chesky said the company needs to expand more into experiences, hotels, and the international market if it’s going to get the growth rate back up.
Airbnb CEO Brian Chesky said the company needs to diversify its business model to boost its bottom line.
“I'm not happy about where the growth rate is in the company,” Chesky said at the Skift Global Forum in New York on Tuesday. “I think the company should be growing significantly faster. It should at least be growing in the teens.”
Chesky added he eventually wanted growth to exceed 20%. For the third quarter, growth is expected in the 8% to 10% range.
However, Chesky said he believed Airbnb would “accelerate” next year with a slate of new initiatives, which include a marketplace for booking experiences and services, adding hotels to the platform.
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Offshore
Photo
Investing visuals
My thoughts on Duocon 2025 yesterday: it shows $DUOL is building a bigger platform.
• Stronger AI-driven speaking practice
• High pace of innovation, with AI as its backbone
• Career-relevant credentials
• Experiments in new verticals
Meanwhile the stock is down 🔻50% since its peak.
Duocon highlights👇
Product improvements
• Speaking focus: Video Call with Lily rolled out across 9 major courses. Adds onboarding, real-time feedback, and post-call reviews. Speaking has always been the hardest part of language apps – and this is where Duolingo is leaning in.
• Beyond languages: Duolingo Chess expanding to Android, adding PvP mode with AI coaching. Not a core revenue driver yet, but it signals how they’re testing new verticals.
• AI backbone: The conversation engine and large-scale A/B testing remain the foundation. Their scale here is difficult for competitors to match.
Traction signals
• Speaking differentiation is real and hard to replicate.
• New verticals broaden Duolingo’s scope beyond language learning.
• LinkedIn integration makes the Duolingo Score useful outside the app, adding stickiness.
Monetization upside
• Most improvements are tied to Duolingo Max, which means better ARPU and retention.
• Credentialing on LinkedIn could drive conversions for career-minded users.
• Social features like PvP keep users engaged and daily activity high, which tends to flow through to subs.
Despite all these improvements -- and clear validation that $DUOL is more than just a language learning app -- the stock dropped nearly 9% intraday yesterday.
In my view, that’s just short-term noise. $DUOL is doing all the right things to strengthen its position as a uniquely positioned learning platform.
-- Note --
I shared this write-up today in a new service I've been working on. I'll share more details this weekend! In short, you'll get:
• Full insight into my portfolio
• Real-time buy and sell updates
• My watchlist
• A community space
• Coverage of all my holdings
tweet
My thoughts on Duocon 2025 yesterday: it shows $DUOL is building a bigger platform.
• Stronger AI-driven speaking practice
• High pace of innovation, with AI as its backbone
• Career-relevant credentials
• Experiments in new verticals
Meanwhile the stock is down 🔻50% since its peak.
Duocon highlights👇
Product improvements
• Speaking focus: Video Call with Lily rolled out across 9 major courses. Adds onboarding, real-time feedback, and post-call reviews. Speaking has always been the hardest part of language apps – and this is where Duolingo is leaning in.
• Beyond languages: Duolingo Chess expanding to Android, adding PvP mode with AI coaching. Not a core revenue driver yet, but it signals how they’re testing new verticals.
• AI backbone: The conversation engine and large-scale A/B testing remain the foundation. Their scale here is difficult for competitors to match.
Traction signals
• Speaking differentiation is real and hard to replicate.
• New verticals broaden Duolingo’s scope beyond language learning.
• LinkedIn integration makes the Duolingo Score useful outside the app, adding stickiness.
Monetization upside
• Most improvements are tied to Duolingo Max, which means better ARPU and retention.
• Credentialing on LinkedIn could drive conversions for career-minded users.
• Social features like PvP keep users engaged and daily activity high, which tends to flow through to subs.
Despite all these improvements -- and clear validation that $DUOL is more than just a language learning app -- the stock dropped nearly 9% intraday yesterday.
In my view, that’s just short-term noise. $DUOL is doing all the right things to strengthen its position as a uniquely positioned learning platform.
-- Note --
I shared this write-up today in a new service I've been working on. I'll share more details this weekend! In short, you'll get:
• Full insight into my portfolio
• Real-time buy and sell updates
• My watchlist
• A community space
• Coverage of all my holdings
tweet
Offshore
Video
Andrew Sather
RT @IFB_podcast: Small-cap stocks have outperformed large-cap stocks by 4% per year over the past century.
Why? They grow faster and have more upside.
Now imagine combining small caps with quality characteristics. That’s the formula for phenomenal performance. https://t.co/JNiiKLdDdJ
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RT @IFB_podcast: Small-cap stocks have outperformed large-cap stocks by 4% per year over the past century.
Why? They grow faster and have more upside.
Now imagine combining small caps with quality characteristics. That’s the formula for phenomenal performance. https://t.co/JNiiKLdDdJ
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Offshore
Photo
Dimitry Nakhla | Babylon Capital®
Adobe at its lowest ever valuation (since 2013)
$ADBE https://t.co/Z96LQMYPPF
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Adobe at its lowest ever valuation (since 2013)
$ADBE https://t.co/Z96LQMYPPF
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Offshore
Video
Quiver Quantitative
Massie: Were you present when the AG had the White House event releasing the binders to social media influencers? https://t.co/nzDZzwmenQ
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Massie: Were you present when the AG had the White House event releasing the binders to social media influencers? https://t.co/nzDZzwmenQ
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Offshore
Photo
Yellowbrick Investing
Feels like not enough of you are talking about airlines being the second-best-performing industry in the last year https://t.co/QYtFu8oIQa
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Feels like not enough of you are talking about airlines being the second-best-performing industry in the last year https://t.co/QYtFu8oIQa
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Offshore
Video
Quiver Quantitative
JUST IN: Representative Hank Johnson just implied that Kash Patel has financial conflicts of interest.
Patel disclosed having up to $5M invested in the company that owns Shein.
Watch here: https://t.co/ASDNkpS2Zt
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JUST IN: Representative Hank Johnson just implied that Kash Patel has financial conflicts of interest.
Patel disclosed having up to $5M invested in the company that owns Shein.
Watch here: https://t.co/ASDNkpS2Zt
tweet
Offshore
Video
Umesh
I’ve always been looking for an AI tool that lets you import a video and then handle the complete sound design for it.
ElevenLabs just made that possible for creators with Studio 3.0
I’ve been using ElevenLabs’ SFX, speech, and text-to-music features regularly, but separately.
Now it’s all in one workspace with video import.
Very cool!
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I’ve always been looking for an AI tool that lets you import a video and then handle the complete sound design for it.
ElevenLabs just made that possible for creators with Studio 3.0
I’ve been using ElevenLabs’ SFX, speech, and text-to-music features regularly, but separately.
Now it’s all in one workspace with video import.
Very cool!
Introducing Studio 3.0
The most advanced AI audio models in a single editor, now with video support:
•Voiceovers
•Music
•Sound Effects
•Voice Isolation
•Voice Changer
Plus new Automatic Captioning, Speech Correction for real-life recordings, and Multiplayer Commenting. https://t.co/rARyIfJ48U tweet
Offshore
Video
Quiver Quantitative
Patel: We are following the money on extremist organizations https://t.co/vL3WwtAsmv
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Patel: We are following the money on extremist organizations https://t.co/vL3WwtAsmv
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Offshore
Photo
Quiver Quantitative
Representative Cleo Fields bought Opendoor stock on July 21st.
$OPEN has now risen 226% since then.
Up another 13% today. https://t.co/GyxUNshAAz
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Representative Cleo Fields bought Opendoor stock on July 21st.
$OPEN has now risen 226% since then.
Up another 13% today. https://t.co/GyxUNshAAz
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