Duolingo has quietly built the world's dominant language learning platform with 50 million daily active users and 40% revenue growth. In this episode, we explore how CEO Luis von Ahn's strategic pivot to prioritize long-term user growth over near-term profits positions the company to capture the generational opportunity in AI-powered education - with the platform recently successfully expanding beyond languages into chess, math, and music.

We dive deep into how Duolingo's unique combination of engagement mechanics that rival social media, AI capabilities that enable personalized tutoring at scale, and a proven ability to make education as addictive as entertainment could transform it from a language app into the default global platform for skill acquisition.

Questions or feedback? Reach out to us at contactinvestorscompass@gmail.com

In this episode, we dive into Hims & Hers Health ($HIMS), a disruptive telehealth platform transforming healthcare with its direct-to-consumer subscription model. We explore how the company evolved from men's sexual health to a comprehensive platform with 2.2 million subscribers, achieving remarkable 69% revenue growth and its first year of GAAP profitability in 2024.

Learn about their vertical integration strategy, personalization capabilities, and multiple growth vectors that position them for continued success in the massive healthcare market. With innovative technology and a consumer-first approach, Hims & Hers represents a compelling investment opportunity with substantial long-term potential.

Questions or feedback? Reach out to us at contactinvestorscompass@gmail.com.

Discover why Nu Holdings ($NU), Latin America's largest digital banking platform serving 110 million customers, represents one of the most compelling fintech opportunities globally. From its roots as a Brazilian credit card disruptor to its current position transforming banking across three major markets, Nu has demonstrated exceptional execution while maintaining superior unit economics.

With revenue growing 56% year-over-year to $2.9 billion and ROE reaching 30%, the company has proven its ability to combine hypergrowth with profitability. We dive deep into Nu's massive opportunity in Mexico, where credit card penetration remains at just 12% despite higher GDP per capita than Brazil, and explore how new initiatives like NuCel telecom could expand the company's addressable market.

Questions or feedback? Reach out to us at contactinvestorscompass@gmail.com