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▶ 0:00 · $DUOL · I Could Bet my Grandma on Duolingo Right now.
episode briefing
Antonio Linares

I Could Bet my Grandma on Duolingo Right now.

2025-11-06 · 1 company · 2 thematic
sentiment
1 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
“I think this is going to be a tremendously successful pick and a lot of people will be asking for proof about it. By the way, there seems to be no demand for additional proof at the moment and we just hope that's the case when uh it succee…”
—antonio linares
now playing · $DUOL
$DUOL···bullish· high· posantonio linares
Host calls Duolingo a generational compounder with AI-accelerated data moat
Duolingo's proprietary dataset of 1B+ daily exercises creates an unbeatable moat for motivating learners; AI accelerates their A/B testing flywheel, driving exponential free cash…