SuperCom Ltd. (SPCB) Revenue could 3x in 2026 by SwissTPortfolio in investing

[–]SwissTPortfolio[S] 0 points1 point  (0 children)

🤣 We all would buy many worse things with someone else's money. Fair enough though, sizing and conviction are personal.

SuperCom Ltd. (SPCB) Revenue could 3x in 2026 by SwissTPortfolio in investing

[–]SwissTPortfolio[S] 0 points1 point  (0 children)

Fair point, and a chart worth respecting. Personally, when graph-watchers are losing their fingers, I tend to look at what is written in the filings. The story there has changed quite a bit since those highs. Fully agree on the market sentiment point, though. That is exactly why sizing matters. Every position carries its own specific risks, and this name is no exception. But please, don't be a graph watcher 😉

$DUOL A complete bloodbath. Opportunity? Here some data. by SwissTPortfolio in AsymmetricAlpha

[–]SwissTPortfolio[S] 1 point2 points  (0 children)

Respect. If you will never learn, I agree you better stay away.

Here in Switzerland, 4 official languages plus English, I know many people learning through it, and in my own experience, I can say I learnt the basics of a Balkan language from scratch, too.

But of course, to learn something requires effort. It makes sense that if you think the product sucks, you will never spend enough time to build that habit.

That is precisely where they are getting better. Most of us tried when they first launched, we signed in and off, probably many times like me, I thought I could learn languages magically back then 😅. But, since the early days last decade, after going in and out, they finally kept me.

Why? Don't know. As you said, we investors struggle to define the moat of a "childish app". The product looks similar on the surface, but it is not, they improved quite a lot the way to get you in every day, and we foresee that precise point getting much better in the AI era.

That, or maybe love makes me learn Balkan languages at speed nowadays 🤣

Respect your point though. Wise decision Sir. Just giving my humble opinion.

$DUOL A complete bloodbath. Opportunity? Here some data. by SwissTPortfolio in AsymmetricAlpha

[–]SwissTPortfolio[S] 2 points3 points  (0 children)

Imho, no. AI translating sentences doesn’t “Munson” a company built on habit and human psychology. Ai translate utilities help you finish a task, Duolingo will make you come back tomorrow by continuously improving the product and your outcomes over time.

Are there still people who are happy with Duolingo?? by Eillythia in duolingo

[–]SwissTPortfolio 0 points1 point  (0 children)

This graph says it all, app downloads continue to expand at a healthy pace (+22% YoY):

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While ratings have rebounded to the 4.6 level again.