The video discusses Duolingo's stock performance, noting it has declined 41% over the past two months but remains up 50% over the last year. The speaker revisits a previous valuation, where he considered the stock overvalued at $370, with a fair value around $291. Currently, the stock is trading near $316. The analysis addresses Google Translate's new language learning tools as a potential threat, emphasizing that Duolingo's strength lies in its gamified, social learning experience. The financial metrics are provided: 41% revenue growth, 41% total bookings growth, 84% net income increase and 31.2 adjusted EBITDA margin. A chess course has over a million users. Monthly active users at 128.3 million, with daily active users at 47.7 million. Advertising revenue for the last quarter was $26.6 million. The company's net income margin is around 31%. The speaker also shows valuation model numbers using a 43 PE ratio targeting a price point of $582.66, with 84% upside potential.