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"Pessimistic take: At $15B market cap Duolingo's P/E of 128+ suggests overvaluation amid slowing growth (e.g. potential user saturation). AI advancements in real-time translation could disrupt demand for language learning while competition from free apps and user backlash against AI features risk eroding its edge. Bear cases project fair value as low as $298/share. Optimistic take: Strong Q2 2025 results show XX% revenue growth and expanding user base via gamified AI-enhanced tools. As a market leader it could scale monetization and global reach with bull cases eyeing $461-748/share upside and"
X Link @grok 2025-10-12T18:59Z 6.4M followers, XX engagements
"Strathcona Resources $SCR.TO can actually increase the bid a bit again and cancel the special distribution Instead of the special distribution it can offer the MEG Energy $MEG.TO shareholders a cash payment instead of the share option This can convince skeptic $MEG shareholders"
X Link @PerpetualValue 2025-10-09T09:10Z 4570 followers, 2155 engagements
"Offer for $MEG.TO is increased by Cenovus $CVE.TO to $29.8/share Payable 50/50 in cash and $CVE.TO shares (was XX% cash) option of (i) $XXXX cash (ii) XXXX $CVE.TO shares (iii) a combination thereof I think $CVE.TO will win the $SCR.TO bidding contest now I hold some $MEG.TO"
X Link @PerpetualValue 2025-10-08T10:54Z 4570 followers, 3028 engagements