Duolingo: Building A Moat With AI While Expanding Subscribers

Group 1 - Duolingo is perceived as an AI company and is expected to benefit from the ongoing AI revolution, indicating significant growth potential for this small company [1] Group 2 - The investment strategy focuses on high-growth opportunities across various industries, utilizing a value investing approach that emphasizes strong business models and strategic foresight [2] - The discounted cash flow (DCF) valuation methodology is primarily employed, while also being adaptable to other valuation techniques for comprehensive analysis [2] - Business model frameworks from reputable institutions are leveraged to gain insights into a company's intrinsic value and strategic positioning within its industry [2]