Exploring Duolingo's robust unit economics, marketing efficiency, and potential impact of a TikTok ban on their strategies. The chapter challenges market size estimates and valuation metrics, focusing on growth predictions based on user metrics and subscription penetration for revenue and earnings.
Wall Street thinks two growth stock prices have gotten a little too high. Plus, we feature a weed company with a lot of cash.
(00:21) Kirsten Guerra and Ricky Mulvey break down earnings from Duolingo and Roblox.
Then, (16:30) Nick Sciple takes a look at the legal pot business, and a legislative change that could have profound implications on the market.
Companies discussed: DUOL, RBLX, GOOGL, GOOG, CRON
Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at https://public.com/disclosures/high-yield-account
Host: Ricky Mulvey
Guests: Kirsten Guerra, Nick Sciple
Producer: Mary Long
Engineers: Dan Boyd, Tim Sparks
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