Great article in today’s WSJ highlighting USC’s tactic of heavily marketing a $115,000 online degree with low post-graduate salaries.
1) One reason we favor $COUR is they are driving costs down for students including online degree students.
2) Students should start to consider return on investment before entering a program. Cost, degree, school, and salary all matter.
3) We’ve written on these kinds of abusive practices before in a piece called The Institutional Problem.
Silvia (formerly ProCap Financial) announced today they’ve bought back an additional 5% of the shares outstanding. Total repurchases so far have totaled 20%. I’ve updated my NAV model. Based...
Read MoreOn back to back to back research calls so I need to make this quick. Covered the $INTC Dec $140 short call position. We put those on 2 weeks...
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I’m currently in Florida, Uruguay and heading back to Montevideo soon. After that, I’ll have a week in Buenos Aires, a week in Florence, and will spend November in...
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