Will Investors Bet on Robinhood? & Duolingo’s Learning Patience

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Nov 6, 2025

Robinhood's stock plummets despite impressive revenue, raising questions about its future in prediction markets. Duolingo faces investor skepticism after prioritizing long-term user retention over quick profits. Planet Fitness discusses its unique position and strategies to fend off competition. The potential sale of Warner Bros. could significantly impact AMC and the movie industry. Plus, Ann clarifies stock splits and their effect on investor psychology using Netflix as a prime example.

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INSIGHT

Robinhood's Growth Masks Risky Revenue Mix

Robinhood posted huge adjusted EBITDA but shares fell due to composition and valuation concerns.
Prediction markets and new business lines boosted revenue but raised regulatory and expense questions.

INSIGHT

Crypto Gains Couldn't Satisfy Market Expectations

Crypto revenue surged but still missed expectations and trading activity softened.
The company trades at ~70x profit, prompting calls for a better entry point despite YTD gains.

INSIGHT

Duolingo Chooses Retention Over Short-Term Monetization

Duolingo prioritized long-term user engagement over immediate monetization.
That shift spooked investors and triggered a sharp sell-off despite strong growth metrics.

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