Overview: Last January, we recommended Houghton Mifflin Harcourt (ticker: HMHC) to our subscribers in the high $4/low $5 range. In February, we published the initiation report which is available here. Our thesis focused on the fact that sales were weak in 2020 due to school boards not meeting during Covid…...
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.
Overview: On November 9th, 2020, we published the original version of this article recommending purchase of Bitcoin. On September 30th, 2020, we did a webinar with Chris Bell and Peter Doyle of Horizon Kinetics talking about gold, bitcoin, and inflation. Now, we’re seeing daily articles about inflation, supply chain issues,…...
Overview: Last week, Enova International (ticker: ENVA) announced third quarter earnings. The headline numbers were strong with revenue of $320MM up 57% from last year and beating analyst estimates of $286MM. Adjusted Earnings of $1.50 were down from $2.97 last year and beat analyst estimates of $1.11. We’ll go over…...
Earlier this month, Barron’s published an article titled “How Insurers Play a Big Role in Spurring Cybercrime” explaining that “organizations with cyberinsurance are more than twice as likely to pay ransoms as those without”. Today, the Wall Street Journal published a piece titled “Ransomware Gang Masquerades as Real Company to
Kiran Pingali, CEO of TELK Group hosts Gary Brode of Deep Knowledge Investing to talk about how Coursera ($COUR), 2U ($TWOU), and other online education platforms are remaking the expensive on-campus education model.
I’d like to thank Jonathan Lloyd for having me on his podcast to discuss online education. Great conversation about Coursera, 2U, and the future of educational opportunities. Please feel free to check it out here: https://lnkd.in/gicGApWB #education#podcast#onlineeducation#onlineeducationplatform $COUR $TWOU
Robert Scott, the President Emeritus of Adelphi University published an article linking to our work where he claimed that tuition costs, poor return on investment, and student debt are not valid concerns for students considering online vs on-campus study. This is a topic that deserves national discussion and debate. In
We’d like to thank Jia Guo of Stansberry China for working with us on this week’s piece on online education and Coursera. Jia, it was such a pleasure working with you, and we look forward to creating lots of great stock-related content with you in the future. Thanks to Stansberry
Overview: Last week, we published a comprehensive report on Online Education focusing in particular on the positive investment case for Coursera (ticker: COUR). We’re pleased to relay that the piece has received tens of thousands of views on LinkedIn and was the subject of an hour-long interview on RealVision. More
I’d like to thank Philip Muscatello for having me on Stocks for Beginners, his fantastic podcast focusing on helping new investors understand the markets. We discussed online education, and Phil made sure the discussion was approachable by investors of all experience levels. Phil – thanks for the great conversation! For
We’d like to thank Jack Farley and the team at RealVision for having us on yesterday’s show to talk about online education. It was an in-depth segment featuring great questions from both Jack and the audience. Link here: https://rvtv.io/2UmHxnw #investing #onlineeducation #realvision #deepknowledgeinvesting $cour $twou #highereducation #innovation
In this report, we explore the ways that online education is remaking the location-based education industry that has existed in its current form for thousands of years. We believe the trend towards less-expensive online learning will continue for many years. We discuss public companies Coursera (ticker: COUR) and 2U (ticker:…...
Please join us for a discussion with Jim Osman of The Edge regarding special situations investing. We’ll have Jim discussing how his firm identifies attractive special situation ideas as well as a couple of his favorite current ideas. Recommended viewing for anyone interested in catalyst-driven investing.
Overview: The biggest question in finance today relates to the Federal Reserve and interest rates. We’ve had years of rates at or around 0%, and unprecedented creation of dollars. Now, with inflation starting to rise, unemployment coming down, and widespread re-opening of the economy, it’s apparent that the Fed will
