The Intrinsic Value Podcast 对 $DUOL 的判断变化

2026-08-20看跌
Ranking SaaS Best Buys Today and Long-Term + Watchlist Review
DUOL因相对于下滑的增长预测的高倍数以及缺乏持久护城河而被高估。

也许我们直接进入下一家公司,我称之为一个赌注,自推荐以来表现也相当不错。嗯,Duolingo。>> 我认为Duolingo,我不知道,我认为风险方面非常相似。很多人,我不明白,也许你们在聊天里给我你的看法。

也有人说你现在可以用AI或类似CHP来学习语言,我不这么看。比如如果你用过一次Duolingo,然后你把它和CHP比较,那完全是两回事。

Maybe we just go ahead with the next company that's I would say a bet that has also performed quite well since the pitch. Um Dualingo. >> I think Dolingu has I don't know I think it's pretty similar in terms of the risks um a lot of people what I don't get maybe give me your opinion on that in the chat also people say that you can just learn languages with AI or like CHP generally now I don't see that um like if you use Dualingo once and then you compare that to CHP it's a totally different thing