$DUOL · Urgent Warning to Duolingo Investors: The Opportunity of a Lifetime is Coming.

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Antonio Linares

Urgent Warning to Duolingo Investors: The Opportunity of a Lifetime is Coming.

2026-02-27 · 4 company · 2 thematic

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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 reviewed Durolingo's latest earnings report Q4 2025 and my conclusion remains that this company has no competition and is on course to become the world's dominant superhuman AI tutor... succeeding in that mission turns this company into…”

—antonio linares

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