EPISODE · Feb 28, 2026 · 17 MIN
ENG 110/ Duolingo’s 75% Crash: A Value Trap or the Ultimate Margin of Safety?
from Głos · host Piotr Mucha
The market is currently treating Duolingo (DUOL) like a "broken" tech company. Down nearly 75% from its peak, the narrative has shifted from "growth darling" to "AI victim." But is the market missing a classic Ben Graham-style opportunity?In this deep dive, we strip away the "AI panic" and look at the hard data. We examine why Duolingo is currently trading at its lowest multiples since its IPO, despite generating record free cash flow.
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ENG 110/ Duolingo’s 75% Crash: A Value Trap or the Ultimate Margin of Safety?
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