$Stride(LRN.US)
I’ve been holding LRN in my portfolio for a while. I see it as a mid-growth business with fairly steady cash flows, supported by long-term trends in online education and workforce reskilling.
What I like is its moat from deep integration into the U.S. public education system and its established K–12 online platform, which is not easy to replicate at scale.
Overall, it helps diversify my more cyclical tech and semiconductor exposure.
@Bridge Buzz SG
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