While I don’t remember signing up for it, this showed up in my inbox on Thursday…
2:59 PM A number of online education stocks catch bids after Strayer Education’s Q1 report shows increasing enrollment in a sector that faces a number of headwinds. Advancers: ESI +5.9%, DV +4.6%, APOL +3.2%, LRN +7.4%. (Read the comments on this)Recent articles on LRN:K12 Manifesting Its Corporate Destiny by Roddy BoydIs K-12 Inc. The Future Of Education? Here’s Why I’m Skeptical by Nicholas PardiniK12 Inc: Technology-Based Education Company With Potential Investment Lessons by Mariusz Skonieczny
Sent by Seeking Alpha, 345 7th Ave. Suite 1400 New York, NY 10001
It is interesting, as I received this message about an hour before Michigan lifted is limits on cyber charter schools – effectively opening up a whole new, practically unburdened market to K12, Inc. (though I don’t know enough about investing to know if the two are connected – granted some of the analysis articles on this website speak to potential limits of profit due to legislative restrictions, and also pending court action).
Anyway, this is an interesting site to poke around on – as you can find out a lot about K12, Inc. as a company (and since they don’t allow much independent research into their activities, it is as good a place as any). I’ve had an entry in draft format for a while now that was designed to look at the corporate side of K12, Inc. and what we can learn from a K-12 online learning perspective by the public information they have to file with shareholders and the SEC. I guess this is why I should probably find some time to complete that entry sooner, rather than later.