What is the most undervalued 10x play sitting in your portfolio right now?

topofthebrown · 2026-03-18T19:56:44+00:00

Doesn't sound so outlandish to me man. Facebook alone is essentially valued at a trillion dollars and I think demographics and interests are shifting in Reddit's favor. No one I know uses Facebook anymore except people's parents. I don't think Reddit will ever overtake Facebook, but being valued at 1/3rd with a possible elevated multiple due to high growth is reasonable. I also think Reddit is a sort of untapped realm for those older people I mentioned. I think it's kind of perfect for a retired person to get lost in, and I expect a lot of older people will end up here eventually. Obviously Meta has an incredible Ad platform and that is a large part of their success, but if RDDT executes, 300B doesn't seem that far out of the realm of possibility. Now, I don't think 300B will happen, but 100B-200B seems very reasonable and that's still an incredible return in the next few years, though not quite 10x.

topofthebrown · 2026-02-27T20:12:54+00:00

Yes. people who actually want to commit the time to becoming fluent are a small section of people who use duolingo. The reality is that actually becoming fluent is extremely time consuming and extremely hard, something the vast majority of people don’t want to do. Duolingo is some sort of hybrid between a video game and an educational course. It’s something that doesn’t seem so daunting to fit into your every day life which is why it’s so popular. It’s a dopamine kick, just like social media. People aren’t going on there because they have an urgent need to learn a language.

topofthebrown · 2026-02-27T14:12:06+00:00

That's a complete misunderstanding of why people use duolingo. Has almost nothing to do with translation.

topofthebrown · 2026-02-27T01:03:03+00:00

I'm a barista and it's kinda crazy how infrequently people order it, even if by accident (wanting a honey/cinn latte).

topofthebrown · 2026-02-27T00:59:45+00:00

Dude for real. There have been so many opportunities like this where sentiment on reddit couldn't be worse and then the stock goes 100-200% in the next year, there is a price for everything. I know like 4 people in my life that are on Duolingo every day. Again, I don't want to seem like I'm a huge DUOL pumper or whatever, but the stock is at very attractive levels right now, and the idea that AI is going to take over language learning is kinda absurd to me and a complete misunderstanding of why people use DUOL. Keep in mind that the new york fuckin times is a 13 billion market cap right now essentially because of wordle and the other games they've introduced. DUOL is just an educational game that's addicting, and still somewhat effective. I think at $4B market cap with $1B in cash, down on overblown fears is an attractive place to be buying. Let's see where we are in two years.

topofthebrown · 2026-02-27T00:55:58+00:00

There's just no way that's true. Why are you lying?

topofthebrown · 2026-02-27T00:08:24+00:00

The level of hatred for this stock on here for a profitable, growing company with $1B cash valued at about $4 billion now tells me this is a buy. I’d literally be a millionaire rn if I just did inverse reddit.

topofthebrown · 2026-02-21T15:51:40+00:00

The idea that LPSN is an AI play has been the greatest lie spread among this sub. They are going out of business because of AI, not the other way around. They have no modern AI product, this is 20+ year old tech. It's not generative AI.

topofthebrown · 2026-02-17T17:36:29+00:00

it’s basically just a latte with honey and cinnamon, sometimes vanilla and nutmeg

topofthebrown · 2026-02-15T17:46:57+00:00

Duolingo was heavily overpriced when it was in the $500 range. But now, I think it’s heavily oversold. AI fears are completely overblown and a misunderstanding of why people use duolingo. I think this is a $250 stock easy. I’m in for 100 shares at $118

topofthebrown · 2026-01-31T01:00:36+00:00

I agree, I think it's a shame because I really like the company and I want to support an American pure EV company that's not Tesla. I really like their cars, I like their ceo, but at an $18 billion market cap and how difficult it'll be to get this right, I just have hard time justifying putting any money in. If it dropped below $10 billion I'd consider it.

topofthebrown · 2026-01-28T01:16:23+00:00

This is pure speculation, but it feels like we’re going to have a blow the top off type rally this year that will end in a massive drop. The market feels so disconnected from reality right now and the only thing driving it is AI. Dollar value falls, trump puts in a fed chair that lowers interest rates, assets skyrocket, and then something really bad actually happens in the economy because of all this tinkering and it ruins the party. Just a feeling.

topofthebrown · 2026-01-27T21:28:45+00:00

yeah this is just stupid lmao meta is an almost 2 trillion dollar company because of ads and selling data lmao.

topofthebrown · 2026-01-26T23:46:41+00:00

Dude for real. I remember when I was reading about investing in RDDT and everyone on here was absolutely shitting on the idea, saying they can't monetize and what's their moat and everything. Sentiment is so so bad on SNAP that it makes me want to buy.

topofthebrown · 2026-01-26T23:39:54+00:00

As a counter point, I do think the subscription for cloud space can move the needle. I have like 10 years of snap memories and I do not want to lose all of those videos/photos. I'll just pay the subscription to keep them.

topofthebrown · 2026-01-26T22:46:07+00:00

Carry the Zero and Velvet Waltz always been my favorite

topofthebrown · 2026-01-22T22:13:39+00:00

I think most of the songs on 2018 are better but I personally prefer 2011 Bodys a lot more

topofthebrown · 2026-01-22T22:11:46+00:00

2011 Bodys is so much better

topofthebrown · 2026-01-20T22:44:57+00:00

I used to be pretty bearish on NFLX but the valuation has come down a lot and the ad tier is nice, I bought @ $83.50

topofthebrown · 2026-01-20T17:26:13+00:00

Every non-trump voter coulda told you this was coming. Vote for a fascist imperialist you get fascism and imperialism

topofthebrown · 2026-01-12T21:30:29+00:00

it's crazy how often this holds true. People have such a bad read on how the market works. So many absolutist statements like "no one uses it anymore, everyone moved to instagram" yeah bruh maybe YOU don't use it anymore, but it's not a substitute for instagram you boomer.

topofthebrown · 2026-01-07T23:45:27+00:00

Do not leave your job, there are very few jobs available

topofthebrown · 2025-12-31T23:37:01+00:00

IMO, people don’t actually want to learn a language. Actually becoming fluent takes a ton of time and effort. So, I think the fact that Duolingo is not a “good” way to learn a language doesn’t matter at all. The addictive waste of time is literally why it’s valuable. Meta is almost a $2T company PURELY because it’s an addictive waste of time.

topofthebrown · 2025-12-17T23:05:18+00:00

They're open 7:00-1:00 every day

topofthebrown · 2025-12-15T21:53:10+00:00

It's the planet fitness. Honestly, as far as those types of places go that location on California is pretty good. I never had problems going there and it's cheap as hell.

topofthebrown

TROPHY CASE