{"podcast":{"title":"The Intrinsic Value Podcast - The Investor’s Podcast Network","slug":"the-intrinsic-value-podcast-the-investor-s-podcast-network-786362","podcast_index_feed_id":786362,"rss_url":"https://feeds.megaphone.fm/PPLLC9062165992","website_url":"https://www.theinvestorspodcast.com","image_url":"https://megaphone.imgix.net/podcasts/076071ee-759b-11ee-a791-d70f8c95e681/image/7d404f4d1bcf638fd482f8c84dba08cc.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress","author":"The Investor's Podcast Network","episode_count":778,"summary":"Presented by The Investors Podcast Network with over 10 million downloads — home to the popular We Study Billionaires podcast, The Intrinsic Value Podcast is a new show focused on breaking down businesses, estimating their intrinsic value per share, and deciding whether they should be added to an ongoing portfolio of stocks built out each week. From assessing the monopoly power of Google to determining the fair value of publicly-traded sports franchises, no topics is off limits in the pursuit of understanding as many different businesses as possible and putting together the ultimate long-term stock portfolio. Every week, The Intrinsic Value Podcast will you help get smarter about business, valuation, and investing — don’t miss out on the journey! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm","last_synced_at":"2026-07-22T18:18:43.322431+00:00","page_url":"https://stenobird.com/podcast/the-intrinsic-value-podcast-the-investor-s-podcast-network-786362"},"episode":{"title":"TIVP062: Duolingo (DUOL): Generational Opportunity or fad? w/ Daniel Mahncke & Shawn O’Malley","slug":"tivp062-duolingo-duol-generational-opportunity-or-fad-w-daniel-mahncke-shawn-o-malley","published_at":"2026-03-08T09:00:00+00:00","page_url":"https://stenobird.com/podcast/the-intrinsic-value-podcast-the-investor-s-podcast-network-786362/tivp062-duolingo-duol-generational-opportunity-or-fad-w-daniel-mahncke-shawn-o-malley","show_page_url":"https://stenobird.com/podcast/the-intrinsic-value-podcast-the-investor-s-podcast-network-786362","url":"https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/traffic.megaphone.fm/PPLLC7593589789.mp3","audio_url":"https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/traffic.megaphone.fm/PPLLC7593589789.mp3","summary":"Daniel Mahncke and Shawn O’Malley take a deep dive into Duolingo — the leading language learning app with over 50 million daily active users and the chaotic green owl as a mascot. Since its IPO in 2021, Duolingo has expanded beyond language instruction to include math, music, and chess. The vision is to create the world's largest learning platform. Some people believe Duolingo will succeed and become a company worth hundreds of billions of dollars, dominating one of the largest and most profitable markets – education. However, the stock has fallen 80% from its highs, as the market views Duolingo as a potential target for AI disruption. IN THIS EPISODE, YOU’LL LEARN: 00:00:00 - Intro 00:05:51 - About the mission of the CEO and Founder, Luis von Ahn 00:08:29 - Why Duolingo was founded 00:10:34 - Why Duolingo works better than other apps 00:17:16 - About Duolingo's user numbers and growth 00:37:55 - Why the stock dropped 80% 00:40:55 - Whether AI is a threat or an opportunity 00:53:47 - What the bull and bear cases look like 01:18:11 - Whether Shawn and Daniel add Duolingo to the portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sign up for the waitlist(!)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Sign up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter.⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Learn how to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠join us⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ in Omaha for the 2026 Berkshire Hathaway shareholder meeting. Track ⁠⁠⁠The Intrinsic Value Portfolio⁠⁠⁠. Shawn & Daniel use ⁠Fiscal.ai⁠ for every company they research — use their ⁠referral link⁠ to get started with a 15% d…","meta_description":"Daniel Mahncke and Shawn O’Malley take a deep dive into Duolingo — the leading language learning app with over 50 million daily active users and the chaot…","key_points":[],"chapters":[],"topics":[],"duration_seconds":5024,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-intrinsic-value-podcast-the-investor-s-podcast-network-786362/episodes/tivp062-duolingo-duol-generational-opportunity-or-fad-w-daniel-mahncke-shawn-o-malley/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-intrinsic-value-podcast-the-investor-s-podcast-network-786362/tivp062-duolingo-duol-generational-opportunity-or-fad-w-daniel-mahncke-shawn-o-malley.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}