As of February 2026, Duolingo (NASDAQ: DUOL) presents a fascinating "Value Investing" anomaly. After peaking at over $540 in mid-2025, the stock has plummeted roughly 75%, trading near $110.

The market is currently pricing Duolingo as if AI (like ChatGPT and real-time translators) will destroy the need for language learning apps. However, with a 40% net margin and 30%+ user growth, value investors are beginning to ask: Is the green owl actually a coiled spring?

Constellation Software (CSU) has been one of the greatest compounding machines in stock market history, turning a few million into a $50B+ empire without ever issuing new shares. But in 2026, the unthinkable happened: the stock plunged nearly 50%.

In this video, we break down the Constellation Software Stock Market Anomaly. Is this a "broken compounder," or is the market handing us a rare value investing opportunity to buy an exceptional business at a massive discount?

Most investors are looking at the same 10-K filings and news headlines, but Matt Ober is looking at the data they ignore. Drawing on his experience at WorldQuant and Third Point, Matt breaks down the "Alt-Data Revolution" and shares a non-obvious data source that every individual investor is currently overlooking. We discuss the transition from asset management to venture capital and what "rigor" actually looks like in the age of AI and big data.Matt Ober, Money Voice Podcast, Social Leverage, Third Point LLC, Chief Data Scientist, Hedge Fund Secrets, Alternative Data Investing, Quantitative Analysis, Value Investing 2026, Fintech Investing, Venture Capital Insights, How to find market anomalies, WorldQuant, Stock Market Data Science, Investment Strategy, Fundamental vs Quantitative Analysis, Institutional Investing for Retail, Smart Money Move.Data Science in Finance, Alt-Data, Quantitative Trading, Algorithmic Investing, Fintech Startups, Big Data Investment Strategy, Predictive Analytics Finance, Matt Ober Interview, WorldQuant Alpha, Third Point Management, Financial Engineering, Data Driven Investing, Market Inefficiency, Finding Alpha, Machine Learning in Finance, AI Investing.Finance, Investing, Hedge Funds, Venture Capital, Data Science, Stock Market, Fintech, Matt Ober, Social Leverage, Third Point, Alternative Data, Market Analysis, Money Voice, Wealth Building, Economics.