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Duolingo (DUOL): 3Q user growth tracking ahead; Plus, evidence of ChatGPT’s impact
Tom Grant
August 22, 2025
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App Economy
Competitive Intelligence
Education
Investing
Lifestyle
Duolingo (DUOL): 3Q user growth tracking ahead; Plus, evidence of ChatGPT’s impact
Tom Grant
August 22, 2025
App Economy
Fintech
Games
Investing
Social Media
HOOD / RBLX / RDDT – Reasons to be negative
Tom Grant
August 14, 2025
App Economy
Fintech
Investing
Trading apps surge, Coinbase growth sustaining – COIN | HOOD | SQ | AFRM | SOFI
Tom Grant
May 24, 2024
Food & Dining
Investing
Mobile channel check on McDonald’s and Domino’s ahead of investor days
Tom Grant
December 7, 2023
Food & Dining
Investing
Breaking down the Instacart IPO
Tom Grant
September 20, 2023
Food & Dining
Investing
Instacart’s Highest-Value Customer is the Female Shopper
Tom Grant
September 15, 2023
Investing
Sports Betting
Sports betting apps winning at NFL kickoff
Tom Grant
September 13, 2023
Fintech
Investing
SoFi builds momentum ahead of Student Loan payment restart
Tom Grant
September 7, 2023
Health and Fitness
Investing
Unpacking Peloton customer and competitive activity
Tom Grant
August 23, 2023
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Popular Posts
Duolingo (DUOL): 3Q user growth tracking ahead; Plus, evidence of ChatGPT’s impact
HOOD / RBLX / RDDT – Reasons to be negative
Trading apps surge, Coinbase growth sustaining – COIN | HOOD | SQ | AFRM | SOFI
Mobile channel check on McDonald’s and Domino’s ahead of investor days
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