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▶ 0:00 · $DUOL · Duolingo Ruined My Reputation.
episode briefing
Antonio Linares

Duolingo Ruined My Reputation.

2025-11-12 · 5 company · 2 thematic
sentiment
4 bull0 bear1 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
“Dualingo has arguably ruined my reputation. The stock is down over 7 nearly 70% from the highs and the consensus right now is that AI via generic LLMs like chat GBT is going to disrupt this company. However, now that there is ample proof f…”
—antonio linares
now playing · $DUOL
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Netflix 2012 playbook mirrors Duolingo asymmetric opportunity
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Hyatt Hotels held since $15 despite current weakness
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