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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
The manager missed an investment opportunity in Duolingo by prematurely writing it off as a structural loser to emerging AI technologies. They overlooked how...
— Deiya Pernas
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Other investors who've written on Duolingo, Inc.
Duolingo shares have corrected due to a temporary growth slowdown from business model recalibration and fears that AI translation will render language learning obsolete. The manager believes...
Following a sharp share price pullback, the manager re-established a position in Duolingo, believing the market underestimates the company's long-term unit economics and subscription growth. The business remains...
We shared our initial thesis last quarter but the price has only plummeted. Essentially, there is...