u/JoeInOR · 55d ago14 prior · awaiting results
Peter Lynch said invest in what you know. I worked at Stride (LRN), Roper Technologies (ROP), and Nike (NKE). Here's a little of what I saw and what the true FCF data says.
Stride's 11.8% true FCF yield and shrinking float are attractive, but governance questions around ghost student allegations and CEO departure need resolution. The per-pupil funding model creates strong incentives and an incumbent moat, making this a conditional buy pending clarity.
At post $78.59Now $78.88+0.4% since postedas of Oct 5, 4:30 PM ET
1d+6.5%
3d+6.1%
1w+7.1%
1m+4.3%
3m—
6m—
1y—