Hims and Duolingo Have 100X Potential. From Here. скачать в хорошем качестве

Hims and Duolingo Have 100X Potential. From Here.

Obtain lifetime access to Antonio's course: https://antonio-linares-s-school.teac... Hims and Duolingo are Singularity Scalers: companies likely to grow by orders of magnitude as the AI revolution continues. If the AI revolution doesn’t play out, they still get much bigger. As I announced on X last week, I’ve started a position in Duolingo. Duolingo now joins Hims in the next-generation segment of my portfolio, which I’ve constructed in accordance with the mental framework I teach in my Tech Stock Goldmine course. I believe these two companies are likely to grow orders of magnitude larger over the coming decades as their free cash flow per share explodes exponentially. Both companies operate without true competition, extraordinary management teams, and an infinite runway with two layers of asymmetry. When I say they have no competition, I don’t ignore that there are other companies trying to do what they do. But as the Spotify case has taught us, in the digital space a marginal and initially imperceptible user experience advantage translates into an exponential advantage and adoption over the long term. Duolingo and Hims offer a better user experience than similar companies, which they continue to compound at an unmatched rate. Their moats will soon be insurmountable, if they aren’t already. Both business models boil down to acquiring more subscribers and making more money per subscriber. The discussion around tariffs, policy, and other uncontrollable factors may be weighing on these two stocks–it’s difficult to say for sure during widespread forced selling–but they have zero impact on the evolution of their fundamental value creation process. What matters is that the Hims and Duolingo management teams have demonstrated a world-class ability to delight and acquire more end consumers. They’ve also demonstrated the ability to translate that growth into higher free cash flow per share, as you can see in the two graphs below. Going forward, my impression is that both management teams can be trusted to continue growing their subscriber bases and print more free cash flow per share.