The Ingredients are Here for a Face Ripping Rally: Previewing Duolingo's Setup + Consensus Metrics
Once one of the most loved, now one of the most hated (and mocked), Duolingo has fully round tripped it’s run from ~$100 to ~$550 back to ~$100. Personally, I, as a very fickle investor and more of a trader, lost all confidence in the current management when they dedicated earnings conference call time to a discussion about how thousands of kids across the globe were dressing up for Halloween as the Duolingo corporate mascot:
I call total bull on this, and please, guys, spend your valuable media time talking about improving the core product and growing paid subscribers.
All of that said, the setup here reminds me a bit of Hims & Hers into the print. Take a look at the current valuation context relative to history (one each for forward P/E and P/S), as well as the short interest:
