Conviction over time

Sentiment weighted by conviction, oldest to newest — above the line is bullish

Reasoning trail

Every post mentioning DUOL, newest first — the thesis as it was built and revised

• 05 Apr 26

  States he is a fan of AAOI, PL, PLTR and VKTX, but not a fan of DUOL.

  mixed low post →
• 04 Apr 26

  States he doesn't think Duolingo is a good stock and doesn't understand its popularity with retail.

  bearish medium post →
• 04 Apr 26

  Reverses his prior negative view on Duolingo, citing founder Luis von Ahn's PhD in Computer Science as an exception worth reconsidering despite the stock's steep decline.

  bullish medium post →
• 01 Mar 26

  Strongly bearish on DUOL, saying it won't recover and investors should exit.

  bearish high post →
• 27 Feb 26

  Sarcastic reply to a bullish DUOL price-target post, joking that people expect it to go up 600x from here.

  mixed low post →
• 27 Feb 26

  Responds to a DUOL shareholder writeup saying he is not a shareholder and is not willing to take the risk of buying at the moment.

  neutral low post →