$Stride(LRN.US)
Red screens everywhere today as markets pull back, but Stride is moving against the tide. Online education demand is driven by enrollment cycles, not daily market sentiment.
Families enroll students for the full school year, giving the business relatively stable and predictable revenue. That makes LRN less tied to broader market swings and a solid stabilizer in my portfolio.
I like owning businesses that don't care about daily market panic. Seeing LRN gain while the rest of the market bleeds is a good reminder of the value of true non-correlation.
@Captain's Treasure
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.