《Why I'm Betting Big on These 5 Growth Stocks》
DUOL 的看多逻辑建立在具吸引力的估值(约 18 倍市盈率)与持续改善的基本面(DAU 增长、内容扩张)之上,尽管预订量增速放缓;该股已积累动能(6 个月上涨 66%)。
过去一年左右,我比较逆向的一笔投资其实是 Dualingo。这是第四只股票。如果管理层能够做到他们认为能够做到的、把业务扭转过来,那么现在的估值相当有吸引力。你可以看到,过去一年这只股票确实很挣扎,下跌了约 56%。
但让我们看看过去 3 个月,上涨了约 18.5%。6 个月上涨 66%,业务开始有了一些动能。
One of my more contrarian plays of the last year or so is actually Dualingo. That is stock number four. This is a pretty compelling valuation if they're able to do what management thinks they're going to be able to do in turning the business around.
You can see that over the past year stock has really struggled down about 56%. But let's look at over the past 3 months up about 18.5%. 6 months up 66% starting to get some momentum in the business.