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Interesting company, but the P/S ratio you got is wrong because you used the quarterly sales instead of the annual one. So the valuation of the company is MUCH lower.
I feel it displays negligence, coupled with other factors mentioned like the API data breach, Duolingo might not be a product primed for growth (paid version atleast)
I can see this being true for a part. But, the glitch where you can make a teacher account with 0 classmates very much limits you from doing anything in the app. Social features and leaderboards are disabled. And they have started to go into math and music too. They are trying to make a super learning, which I might see coming true+ the bad reviews you pulled up are a just small minority of users and don't represent everyone. I don't think they're fast growth will continue to go like this but also don't see them going anywhere for the next years.
Interesting company, but the P/S ratio you got is wrong because you used the quarterly sales instead of the annual one. So the valuation of the company is MUCH lower.
Regarding your 1st point, don't you think that Duolingo can quickly fix the bug if a lot of users use it? It doesn't seem to me to be a big problem.
I feel it displays negligence, coupled with other factors mentioned like the API data breach, Duolingo might not be a product primed for growth (paid version atleast)
Great take guys!!
I can see this being true for a part. But, the glitch where you can make a teacher account with 0 classmates very much limits you from doing anything in the app. Social features and leaderboards are disabled. And they have started to go into math and music too. They are trying to make a super learning, which I might see coming true+ the bad reviews you pulled up are a just small minority of users and don't represent everyone. I don't think they're fast growth will continue to go like this but also don't see them going anywhere for the next years.