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Strategies & Market Trends : Value Investing

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From: Paul Senior2/5/2026 5:50:30 PM
1 Recommendation

Recommended By
E_K_S

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Betting that AI won't kill all the software companies. Tracking positions now, but looks like the rout isn't over, and I may be way too early, even if I might be right.

Small adds to ADBE, NOW. Initial tiny buy of DUOL.

"Duolingo, Inc. operates as a mobile learning platform in the United States, the United Kingdom, and internationally. The company offers courses in 40 different languages,"

I'll try a few shares, only because the metrics look so good - ROE, profit margin, cash over debt, 12-mo low.
finance.yahoo.com

I find the revenue numbers and these other numbers hard to fathom, given it's basically a language instructor (chess too now). I've bet on shares of for-profit colleges, language teaching software companies, companies that teach business skills to employees, etc., and I believe I've lost money on every one. Trying again now, but likely never for more than a tracking positions.
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