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 the reason for the drop...
Overview: Last week, Coursera’s (ticker: COUR) stock dropped greater than 15% over a few days due to poor 3Q results and weak guidance from Chegg (ticker: CHGG). We’ll go…...
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…...
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