Is Duolingo's moat sustainable?

Bryce and Ren break down why market volatility is the price of admission for long-term investors and how to think about big sell-offs. Then Mr. Beat Up returns with a stock that’s fallen 80%...is it a broken story or a massive opportunity?

Join us on Saturday 24 October in Sydney at Carriageworks for a day designed to prove that finance doesn’t have to be boring. We believe investing is a life skill everybody should have. FinFest is here to make learning it fun.

You’ll hear from some of Australia’s best investors, business leaders and entrepreneurs, take part in educational sessions and connect with thousands of like-minded people – all while enjoying bars, food and entertainment.

Leave inspired, better informed, and ready to take the next step on your investing journey.

Register your interest for early bird tickets at equitymates.com/finfest

In this episode:

00:00 Why markets panicked last week (and why we were buying)

02:17 The Monday sell-off: jobs data, oil spike & geopolitical fears

05:06 The real lesson: market drops happen more often than you think

07:42 Why simple investing strategies beat panic selling

09:09 Panic buying: how we approached the dip

10:21 Mr. Beat Up returns: analysing an 80% stock crash

14:12 What caused Duolingo’s massive fall (AI narrative + strategy shift)

17:12 Does Duolingo actually have a moat?

24:57 Valuation check: is the stock now mispriced?

Clip featured from Bloomberg News, watch the full interview here.

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