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.
Company Research
Houghton Mifflin Harcourt Reportedly Exploring a Sale
There’s a story on Bloomberg News saying Houghton Mifflin ($HMHC) is exploring a sale. The company has hired an advisor, and Private Equity firms are doing due diligence. HMHC has been on the Deep Knowledge Investing buy list since January of 2021, and we continue to own a position. The stock has traded up in … Read more
WSJ Outlining How Government and Universities Add to Student Debt Problems
DKI has written extensively about the need for college students to consider cost, debt, and return on investment for their education. Another fantastic piece in today’s WSJ talking about how government intervention has helped create an unsustainable debt burden for students and parents. They correctly place proper blame on universities as well. https://wsj.com/articles/college-university-student-debt-parent-grad-plus-loans-congress-school-borrowing-11638930489?mod=djemwhatsnews…
WSJ – Some Professional Degrees Leave Students With High Debt but Without High Salaries
DKI has written extensively about the need for college students to consider cost, debt, and return on investment for their education. Great piece in today’s WSJ talking about the debt burden on some students, how that creates under-served communities, and eventually creates a burden on the taxpayer: https://www.wsj.com/articles/some-professional-degrees-leave-students-with-high-debt-but-without-high-salaries-11638354602?mod=djem10point
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. Cost, degree, school, and salary … Read more