Research Notes: The Case For Online Education Stocks

At some point, a company is going to truly change education. We look at two potential candidates.

📍 TL;DR

• Dot-com bubble optimism wasn’t wrong — it was early. The same is likely to be true for some of the growth stocks during 2020 and the first half of 2021.

• With the education business so ripe for disruption, stocks that have disappointed may still offer long-term promise.

• COUR looks like it could be one of those stocks — but there are near-term worri…