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$COUR

4 theses
bullish 100%neutral 0%bearish 0%
Avg return (1m)
+4.6%
Win rate (1m)
67% (3 resolved)
1d3d1w1m3m6m1y

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Nov 4, 4:45 PM ET
$COURr/wallstreetbetsDDbullish
u/Guilhelin · 27d ago1 prior · 0% at 3mo
Long COUR
Long COUR $6C exp Nov 20

$COUR: 11M Forced Seller Hit 0.0%, 66% Cash Backstop, and Wall Street Has the Wrong Share Count Ahead of Q3

Coursera is a deep value play trading near $5.20 with $3.43/share in cash (66% of market cap), zero debt, and an enterprise value of only 0.34x sales. A major institutional seller (Baillie Gifford) liquidated 11M shares by quarter-end, removing overhead supply, while an activist firm acquired 10.9% and management runs a $500M buyback program. Q3 earnings will mechanically beat consensus due to share count compression from buybacks, with 15-20% upside potential to $6.00.

At post $5.27Now $3.90-26.0% since postedas of Nov 4, 4:45 PM ET
1d-2.1%
3d-2.1%
1w-3.4%
1m—
3m—
6m—
1y—
original post →
$COURr/ValueInvestingStock Analysisbullish
u/mrmrmrj · 79d ago5 prior · 0% at 3mo

$COUR: I am a broken record on a broken stock

Coursera trades at $5.74 despite $3.50/share in net cash, leaving only $2.24 for a business generating $3.50/share in gross profit. Using conservative valuation methods—either a perpetual 10% discount rate model ($35/share) or a 5x gross profit multiple ($17.50/share)—the stock appears significantly undervalued, especially given zero debt and growing revenue.

At post $5.69Now $3.90-31.5% since postedas of Nov 4, 4:45 PM ET
1d+2.8%
3d+5.4%
1w+8.8%
1m-9.5%
3m—
6m—
1y—
original post →
$COURr/wallstreetbetsYOLObullish
u/Guilhelin · 98d ago1 prior · 0% at 3mo
“All or nothing bet on Coursera stock”

Never thought I too would post crazy losses, so over this.

Author believes Coursera stock is severely oversold and is positioning for a rebound similar to what occurred in April. The position is a high-risk, all-or-nothing bet to recover recent losses within 3 weeks.

At post $5.27Now $3.90-26.0% since postedas of Nov 4, 4:45 PM ET
1d+0.8%
3d+0.8%
1w+5.5%
1m+22.8%
3m-10.8%
6m—
1y—
original post →
$COURr/wallstreetbetsDDbullish
u/PositionJournal · 135d ago1 prior · 0% at 3mo
Long COUR

Corsair - the Localized AI Inference Play

Corsair is pivoting from gaming peripherals to selling complete local AI inference systems (hardware + software) for small and mid-sized businesses, solving the compute constraint problem by enabling cost-effective on-premises AI deployment while preserving data privacy. With GPU rental prices rising and cloud token costs exorbitant, SMBs will adopt Corsair's full-stack solution, driving durable operating income and supporting a re-rating from current levels to 2x P/S (100% upside).

At post $5.31Now $3.90-26.6% since postedas of Nov 4, 4:45 PM ET
1d+1.9%
3d+8.5%
1w+7.0%
1m+0.6%
3m-5.1%
6m—
1y—
original post →

End of results.