Duolingo - An Investment Analysis
Today we’ll be discussing the moat Duolingo has along with a bull and bear case for investing.
The “Unhinged” Owl That Keeps You Coming Back For More
Duolingo didn’t solve language learning; they solved quitting. By weaponizing guilt and an "unhinged" mascot, they built a $10B giant with zero marketing costs. But with AI translation rising, can the owl survive? We dive into their hidden testing monopoly and the pivot to an "OS for Learning."
How Rocket Lab Beat Commoditization (And Your Business Can Too)
Rocket Lab could have stopped with its Electron rocket, but a strategic dead-end was forming. While Electron dominated the dedicated small launch market, SpaceX's Transporter (rideshare) program was aggressively commoditizing access to orbit, driving down prices for everyone.