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LRNBULLISHCore thesis · 5/5

October stock crash was an overreaction to an IT issue

The guest argued the ~60% stock drop in October was a severe overreaction to a non-existential, operational misstep (a failed LMS implementation), compounded by negative industry sentiment.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE