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
tweet
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
tweet
Offshore
Photo
Dimitry Nakhla | Babylon Capital®
Adobe at its lowest ever valuation (since 2013)
$ADBE https://t.co/Z96LQMYPPF
tweet
Adobe at its lowest ever valuation (since 2013)
$ADBE https://t.co/Z96LQMYPPF
tweet
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
tweet
Massie: Were you present when the AG had the White House event releasing the binders to social media influencers? https://t.co/nzDZzwmenQ
tweet
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
tweet
Feels like not enough of you are talking about airlines being the second-best-performing industry in the last year https://t.co/QYtFu8oIQa
tweet
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
tweet
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!
tweet
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
tweet
Patel: We are following the money on extremist organizations https://t.co/vL3WwtAsmv
tweet
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
tweet
Representative Cleo Fields bought Opendoor stock on July 21st.
$OPEN has now risen 226% since then.
Up another 13% today. https://t.co/GyxUNshAAz
tweet
Offshore
Video
Quiver Quantitative
JUST IN: Kash Patel on his recent purchases of stock in Krispy Kreme and ON Semiconductor:
"I just follow certain industries and thought they would be a good investment"
He bought up to $50K of $DNUT and up to $100K of $ON in May.
Watch here: https://t.co/dgUVKlT5Zm
tweet
JUST IN: Kash Patel on his recent purchases of stock in Krispy Kreme and ON Semiconductor:
"I just follow certain industries and thought they would be a good investment"
He bought up to $50K of $DNUT and up to $100K of $ON in May.
Watch here: https://t.co/dgUVKlT5Zm
tweet