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Yet again, universities overcharge students for low-value degrees

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.

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The Depth Report – A Primer on Inflation and How to Hedge

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,…...

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Depth Check – Enova International (ENVA) – 3Q Earnings Support the Investment Thesis

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…...

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Cybersecurity Hot Topics

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

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Deep Knowledge Investing Interviewed on Class Futures Podcast

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

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The Depth Report – Online Education – The Institutional Problem

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

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Deep Knowledge Investing Featured on Chinese Media

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

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Deep Knowledge Investing interviewed on Stocks for Beginners

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

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Deep Knowledge Investing on RealVision

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

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