Duolingo is Dead...

2026-02-11 · 3 company · 3 thematic

sentiment

3 bull0 bear0 neu

speakers

antonio linares

Antonio Linares runs a concentrated six-stock portfolio plus micro investments, focusing on 'singularity scalers' — companies with proprietary data moats that compound value via AI scaling laws. He bought Palantir at ~$7, held through 2022-2024 drawdowns, and teaches a course on modern value creation processes. His framework emphasizes betting early on extraordinary companies, holding forever, and learning from concentrated mistakes.

quote

“Spotify's free cash flow per share has skyrocketed. And then the gross margin, which was previously believed to be capped at 25% has actually gone up. This has been primarily the result of one single thing, which is basically deploying add…”

—antonio linares

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Duolingo mirrors Spotify's network-effect play; added to position on weakness

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Hims is a younger instance of the same operational blueprint as Spotify — nailing a network in one vertical then expanding — with extraordinary management and intense customer obs…