FJ Research

FJ Research

Duolingo: A High-Conviction Contender in the EdTech Arena

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FJ Research
May 03, 2025
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Exploring the potential of Duolingo as a valuable addition to a concentrated investment portfolio.

Introduction

I only bet big when the odds are in my favor.

That’s not just a principle — it’s the core of my investment philosophy.

I don’t build a diversified portfolio. I build a concentrated one. A handful of asymmetric bets with limited downside and substa…

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