$Stride(LRN.US)
The market is reacting to the expansion of free virtual enrollment into new states, with investors focused on near-term infrastructure costs and general education enrollment trends.
However, the core story is in the career learning segment, where revenue per enrollment is rising to around $2,485. This reflects a structurally strong, sticky business with long-term tailwinds in digital specialized training.
My focus remains on capital allocation efficiency and cash generation, rather than short-term enrollment volatility or platform rollout noise. I think the true value comes from the durability of cash flows, not seasonal headline metrics.
@Bridge Buzz SG
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