Settled on the T+20 window — a call counts only if it beat SPY. Same rules as the scorecard. Fewer than 3 settled calls are not scored; small samples say nothing about skill.
The host holds a ~$41,000 Duolingo position and argues the AI-disruption bears are wrong: DAU growth accelerated to 29%, paid subs up 14%, product improved by folding video calls into Super, and a cash-rich balance sheet adds flexibility.
SourceConsensus reflects only the views of covered YouTubers. It is not market expectation and not investment advice.
Duolingo's daily active user growth reaccelerated to 29% — the metric that had been the biggest concern — driving a roughly 12% after-hours bounce.
He lowered the fair value because growth slowed and the company is trading monetization for user growth, but earnings are imminent and could move the estimate either way; the 200 reference is only a cautious marker, not a clear directional call.
Source0 YouTubers have mentioned DUOL in the last 7 days; 3 are needed to form a consensus. Their own words are below, each with a link back to the source video.
