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Which podcasts are discussing LRN?
22 ATTRIBUTED IDEAS · 2 EPISODES · 1 SHOW
The shows
Yet Another Value Podcast
Where the discussion went deepest
18 JAN18 JANYET ANOTHER VALUE PODCAST · 25:00
Stride's valuation disconnect on cash flow and growth
“The bull case argued for Stride: the stock trades at a deep discount (~9x free cash flow to equity) while the underlying business is a high-quality, growing cash flow generator with significant operating leverage.”
Adam Buckstein's Stride Thesis $LRN · with Pearson
Core thesis · 5/5Verify in source →
18 JAN18 JANYET ANOTHER VALUE PODCAST · 22:00
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.”
Adam Buckstein's Stride Thesis $LRN · with Pearson
Core thesis · 5/5Verify in source →
20 AUGTODAYYET ANOTHER VALUE PODCAST · 18:00
Stride's CEO departure creates uncertainty overhang
“The guest argued the abrupt CEO departure created a negative signal and uncertainty, causing the stock to sell off, but the underlying business fundamentals may remain intact.”
$ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap?
In depth · 4/5Verify in source →
20 AUGTODAYYET ANOTHER VALUE PODCAST · 20:00
Stride's fall enrollment is the fulcrum metric
“The thesis hinges on Stride's fall enrollment count, with the upcoming report seen as the key catalyst that will determine the stock's direction.”
$ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap?
In depth · 4/5Verify in source →
20 AUGTODAYYET ANOTHER VALUE PODCAST · 00:45
Stride's resilience against AI disruption
“The guest argued that AI disruption in K-12 online education is unlikely due to the complexity, regulation, and need to serve all students, including those with disabilities.”
$ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap?
In depth · 4/5Verify in source →
18 JAN18 JANYET ANOTHER VALUE PODCAST · 6:00
Scale advantages drive an oligopoly structure
“The discussion framed the K-12 virtual schooling industry as trending toward an oligopoly, with scale advantages in curriculum development, tech, and ancillary services creating high barriers to entry.”
Adam Buckstein's Stride Thesis $LRN · with Pearson
In depth · 4/5Verify in source →
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