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▶ 0:45 · $DUOL · Duolingo Is On Fire! What's Next?
episode briefing
Asymmetric Investing

Duolingo Is On Fire! What's Next?

2026-06-08 · 1 company · 1 thematic
sentiment
1 bull0 bear0 neu
speakers
travis hoium

Travis Hoium hosts the Asymmetric Investing podcast/YouTube channel and manages the Asymmetric portfolio. He conducts fundamental research using Fiscal AI and focuses on platform business models, healthcare technology, and consumer subscription businesses. He discloses holding Hims & Hers as one of his largest positions.

quote
“If you're buying a company like Duolingo for three times sales and they have demonstrated the ability to grow revenue at 30% on a compound annual basis, that's probably a much better risk reward for investors.”
—travis hoium
now playing · $DUOL
$DUOL···bullish· high· postravis hoium
Duolingo offers compelling risk-reward at 3.5x EV/sales with 34% revenue CAGR
Duolingo trades at a reasonable 3.5x EV/sales and 15x P/FCF despite a 34% 5-year revenue CAGR, strong balance sheet with $1.25B net cash, $400M+ FCF, and a buyback program retirin…