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Online Education

Top Online learning stocks... since Jan.2019 : 10d / EDU: $117.58, ARCE: $51.16, CHGG: $66.66,  PRDO: $14.76



I finally found the podcast I was looking for... here it is...

Pomp Podcast #256: Billionaire Chamath Palihapitiya on How To Invest in This Crisis >

Obviously, I dont agree with everything he says. But he has some interesting insights to shareAnd his new commitment to ONLINE EDUCATION - where he is aiming to invest Venture money, was interesting to me. and maybe relevant to you too


Industry Dynamics

Educational Services is widely considered a counter-cyclical industry. That is to say, typically, when the economy is doing poorly and unemployment is rising, more working adults, as their career prospects start to dim, decide to upgrade their education. This, in turn, leads to higher enrollment and increased profit at the schools. We note that traditional undergraduate education for young students is generally non-cyclical. Culinary arts schools, however, can be labeled as moderately cyclical. Also, certain types of educational institutions do perform largely in sync with the broader economy. For example, providers of information technology instruction benefit in good times, when companies are likely to boost related investment.

There is a growth element to this industry. Education companies are reporting a trend of rising demand from working adults. More and more employers are requiring college degrees for a greater range of jobs. Enrollment rates are tracking higher at most schools. To an 18-year old, thinking about the future, or a 30-year old without a college degree, looking for a career boost, diplomas are becoming the standard rather than the exception.

Profit Generation

Schools are seeing improving enrollment rates in both the traditional and online formats. Traditional schooling caters to young students that have just graduated from high school. Online instruction is more tailored to working adults who prefer to attend classes at evening time or during weekends. Web classes typically carry higher margins than the traditional classroom setting, since professors can connect to a significantly larger number of students and there are no direct brick-and-mortar costs. Globalization also augurs well for the industry. Due to global outsourcing, there is increasing pressure on workers in developed countries to enhance their skills.

ValueLine Summary : https://www.valueline.com/Stocks/Industries/Industry_Overview__Educational_Services.aspx#.XsDleMYRVmB

E-Learning Co's: https://www.crunchbase.com/hub/e-learning-companies#section-leaderboard

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I’d seen this with Chamath a few weeks ago, he’s an interesting character and I like that he looks to do positive things in life, as well as with his investments.

You should check out some of his other interviews with the likes of CNBC, there are moments when he talks so much sense on bitcoin etc, you can see the panel of “interrogators” left dumbfounded what to say, whilst they try to process a response.

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MORE on Chanath - yes, he is "an interesting character"

The Genius of Silicon Valley: Chamath Palihapitiya | Full Documentary


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"Our obscene love affair with (expensive) credentialing may soon Stop."

Who will pay $20,000 or more for an online Ivy education, when they can get MIT lectures online for free

How COVID Has Revealed What College Really Is (Pt. 3) | Mike Rowe


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This Online-Education Service Stock Is Soaring as Students Shift to At-Home Learning

May 5, 2020 - Chegg shares were soaring on Tuesday as the company's financial results demonstrate how the provider of online education services is getting ...

CHGG / Chegg ... 3yr: / Last: $66.66 , 52 Week Range: $25.89 to 67.98



Arco Platform Limited ARCE: 3yr: / Last: $51.16 , 52 Week Range: $29.09 to 59.49


Perdoceo Education Corporation PRDO: 3yr: / Last: $14.76 , 52 Week Range: $7.11 to 22.50


New Oriental Education & Technology Group Inc. EDU 3yr: / Last: $117.58 , 52 Week Range: $80.18 to 142.38


Instructure, Inc. INST: 3yr: / Last: ?? , 52 Week Range: ???

( Feb 18, 2020 - Instructure Inc.'s board approved a revised definitive agreement to be acquired by private equity firm Thoma Bravo LLC )

5 Online Education Stocks to Gain From Coronavirus-Led ...

Mar 13, 2020 - Online education may help students continue their course as schools remain ... The company's expected earnings growth rate for the next year is more ... Career Education Corporation (PRDO) : Free Stock Analysis Report

... Given the current scenario, it is prudent to keep a close watch on these five online education providers that are poised to grow.

Arco Platform Limited ARCE is a Zacks Rank #1 (Strong Buy) company that provides a pedagogical system with technology-enabled features to deliver educational content to private schools,students, teachers, administrators, and parents. The company’s expected earnings growth rate for the next year is more than 100%. You can see the complete list of today’s Zacks #1 Rank stocks here.

Instructure, Inc. INST provides applications for learning, assessment, and performance management through a software-as-a-service business model. This Zacks Rank #2 (Buy) company’s expected earnings growth rate for the next quarter is 12.5%.

Perdoceo Education Corporation PRDO provides education to students in various career-oriented disciplines through online, campus based, and blended learning programs. The company’s expected earnings growth rate for the current year is 5.8%. The company carries a Zacks Rank #3 (Hold).

Next, we have Chegg, Inc. CHGG, which operates a direct-to-student learning platform. It also allows students to find human help on its learning platform through a network of live tutors. This Zacks Rank #3 company’s expected earnings growth rate for the current quarter is 26.7%.

New Oriental Education & Technology Group Inc. EDU offers online education programs that include college, K-12, and pre-school education. The company’s expected earnings growth rate for the current quarter is 13%. New Oriental Education & Technology Group carries a Zacks Rank #3.


12 Best For-Profit Education Stocks - Cabot Wealth Network

Apr 17, 2020 - Here are the for-profit education stocks I like best. ... online—the sector also includes companies supplying educational materials (programs and textbooks). ... TAL's forward P/E ratio is a rich 67, but as I write, the stock is still a ...

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The Rise Of Online Learning - Forbes

May 2, 2020 - The pandemic has forced schools, universities, and companies to remote working and this booms the usage of online learning.  ...

Online learning has shown significant growth over the last decade, as the internet and education combine to provide people with the opportunity to gain new skills. Since the COVID-19 outbreak, online learning has become more centric in people's lives. The pandemic has forced schools, universities, and companies to remote working and this booms the usage of online learning. Even before the pandemic, Research and Markets forecasts the online education market as $350 Billion by 2025, so the numbers might be updated after analyzing the growth impacts of COVID-19 on the online learning market. 

About the market

There are numerous online learning platforms in the market such as Udemy, Coursera, Lynda, Skillshare, Udacity that serve millions of people. The platforms are getting shaped by different user verticals as well. While Skillshare is mostly for creatives such as giving courses on animation, photography, lifestyle, Coursera is mostly academic with giving access to university courses. 

Top tier universities are also democratizing the learning by making courses accessible via online. Stanford University and Harvard University give access to online courses under categories of computer science, engineering, mathematics, business, art, and personal development. 

These all show one thing, there’s a huge demand from people to learn online. The reason for this demand and rapid growth of the market with a wide variety of platform options for different groups of people may be the rapid change of the world. At the recent $50 Million round of Udemy, president Darren Shimkus says, “The biggest challenge is for learners is to figure out what skills are emerging, what they can do to compete best in the global market. We’re in a world that’s changing so quickly that skills that were valued just three or four years ago are no longer relevant. People are confused and don’t know what they should be learning.” At this moment, online learning is becoming a huge catalyzer for people and companies to help the adoption of this rapid change in the world. 

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I’ve been looking around the education  market and found this as a guide. A toddler WEY at the bottom of the u.k list interests me for now, their recent half term report shows small but growing profitability. No crazy valuation or talking up, just going about it’s business as you would expect, in the modern Covid world.


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