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Disclaimer: if I had to choose one position out of these, I'd go only with LRN. IMO, if you haven't taken too big of a loss, I'd recommend overweighing LRN and keeping some FI. VRNS is a higher risk play, but cheaper stock with higher percentage upside.
#TLDR --- Ticker: LRN Direction: Up Prognosis: The 55% drop on an earnings beat is a huge overreaction to a fixable platform issue. With a healthy balance sheet, strong growth, and a low valuation, this is a solid dip-buy opportunity. Author's Position: Long 12/19 $85c and $90c.
anyone buying LRN calls? what strike/date?
LRN on the trending tickers getting obliterated today.
Kind of wild that LRN is down 50% today. Crazy to think how much gains you can lose in a single day sometimes, the risk of owning individual stocks.
LRN calls are looking mighty good rn Post earnings bed-shitting adjusted price targets are \~30% above the current price O\_o
Checking in to the Fiserve memorial rest home for bulls who don't LRN good
Buy calls on Stride (LRN) and FiServ (FI)
Why is LRN been dropping so hard? I’ve been waiting for an entry point for months on this one and today’s the day
Anyone know a play like LRN, FI ? How come no one posts puts for those kind of plays
The reaction on LRN earnings is craaaaaazy
Started a position in $LRN...looks like an overreaction.
$LRN Shares of Stride plummeted Wednesday after the online education company beat earnings expectations but posted disappointing enrollment numbers and guidance. -48% drop
Oof was looking for a pullback with LRN but now maybe too much…
Anybody manage to snag some $LRN puts? Easy 10 baggers.
unlike FI, here's one that will pop back up: LRN
why did LRN dump so much? earnings dont look that bad do they?
What is LRN and why is it down 37% AH?
No one mentioned LRN had earnings today…
LRN. JESUS. 35% drop
I was looking into consumer defense sector and saw education industry was the best performing…with +31% YTD. Those leading the way: LAUR, ATGE, LRN, and PRDO. All 4 with 41-69% YTD. Wowzzers! LAUR: 69% YTD. 4.5B Market Cap. 1.5million volume. 5yr ROA: 6.5%. P/fcf 19 ATGE: 67% YTD. 5.4B Market Cap. 413,000 volume. 5yr ROA: 5.1%. P/fcf 19 LRN: 42.7% YTD. 6.3B Market Cap. 654,000 volume. 5yr ROA: 7.7%. P/fcf 14 PRDO: 39.7% YTD. 2.4B Market Cap. 341,000 Volume. 5yr ROA: 11.0%. P/fcf 11 Not my area of competence but interesting how profitable education can be. Boring stocks can be interesting to talk about. Non-AI stocks to hedge all the “AI stocks”. There are others with lower volume <200,000. But RSI still elevated and above 70.
I was looking into consumer defense sector and saw education industry was the best performing…with +31% YTD. Those leading the way: LAUR, ATGE, LRN, and PRDO. All 4 with 41-69% YTD. Wowzzers! LAUR: 69% YTD. 4.5B Market Cap. 1.5million volume. 5yr ROA: 6.5%. P/fcf 19 ATGE: 67% YTD. 5.4B Market Cap. 413,000 volume. 5yr ROA: 5.1%. P/fcf 19 LRN: 42.7% YTD. 6.3B Market Cap. 654,000 volume. 5yr ROA: 7.7%. P/fcf 14 PRDO: 39.7% YTD. 2.4B Market Cap. 341,000 Volume. 5yr ROA: 11.0%. P/fcf 11 Not my area of competence but interesting how profitable education can be. Boring stocks can be interesting to talk about. There are others with lower volume < 200,000. But RSI still elevated and above 70.
i like CPRT 5Y sales growth: 80% 5Y EPS growth: 90% ROE: 22–24% Debt/equity: 0 PE: 32 (industry average is 41) PEG: 1.9 i’m also liking LRN (fits in the same criteria i use for a good business) and also seems fairly-undervalued to me and to a lesser extent i’m looking at DGII
I lucked out. Traded LRN for a "beat". In Aug 15th 155C @ $1.45 Out @ $7.75 Could have easily gone to ZERO Back in @ $.21 A nice win for my Charitable company. 💰 CHEERS 💰
LRN what a pump!!! Running AH on news. Insane earnings numbers.
Saved my SHEL calls and lost about $20 Roughly broke even on JCI calls Waiting for LRN puts to print Waiting for TSLA puts to print Waiting for COIN calls to moon
Dumping LRN first thing.
I feel like there’s so many random short report companies now. lol. The last year I’ve seen those fail on like ROAD and learn LRN. There’s got to be more I’m missing.
LRN, tmdx, TEM, im forgetting like 2 more off top of my head
They really do. I made off like an absolute bandit on the LRN short. As for ABL in particular, the site that published the short report has had three other reports, and those three stocks have all recovered nicely. You can’t convince me Morpheus research doesn’t make a report to dump a stock and get shares for cheap themselves.
One that I haven't looked into, but see on my screener all the time, $ELMD is getting added to the Russell 2k and 3k indexes. I've really come to love companies that aren't even growing revenues as much, but are just increasing FCF because of margin expansion. It's something that I think wall street underrates in terms of finding great companies. Interesting enough, besides $LRN, there are has been some other educational online companies on my screener that all have been killing it the past year.
If the short report ends up being bogus this would make 3/3 for me including LRN, TMDX and now UFP.
From my experience of late, some of these short reports aren’t landing or being rebutted. LRN and ROAD are two examples of recent.
$LRN monthly chart has me slightly erect
Completely different topic but i know you at some but left LRN, ive held onto it and been amazed by its resilience. Its been a rock throughout all this turbulence
$LRN Q3 * Q3 revenue up 17.8% YoY to $613.4M * Net income increased 42.6% YoY to $99.3M * Diluted EPS grew 26.3% to $2.02 * Career Learning enrollments up 33.7% to 98.7K students * Total enrollments increased 21.1% to 240.2K * Strong cash position of $754.6M * Company raised full-year revenue and adjusted operating income guidance * Career Learning Middle-High School revenue up 33.3% YoY * Adult Learning revenue declined 22.2% YoY * Revenue per enrollment slightly decreased to $2,415 from $2,420 * Adult Learning enrollments showing continued weakness The Company is raising its revenue and adjusted operating income forecast for the full fiscal year 2025: * Revenue in the range of $2.370 billion to $2.385 billion. * Capital expenditures in the range of $60 million to $65 million. Note that capital expenditures include the purchase of property and equipment, and capitalized software and curriculum development costs as defined on our Statement of Cash Flows. * Effective tax rate of 24% to 26%. * Adjusted operating income in the range of $455 million to $465 million.
im buying spy puts and mck puts and LRN puts Mp puts Jpm PUTS WFC PUTS u get it yet?
They inside a trade and violate the stock act all the time. Senator Markwayne Mullin, who's on the committee for education, failed to disclose that he bought $LRN. A for profit education company. Fine for that is like $100, but it's okay he made like 25k on the trade so he could pay it. I'll give other examples, Tina Smith bought tactile systems, then it goes up 430%. She is on the health committee, and tactile systems makes medical devices. Sheet they all do it. Every now and then I'll forget exactly like what exact purchase they made but both sides of the aisle insider trade, and serve corporate lobbyist.... Err well... Actually, I think the sitting president is serving something else. I'm not sure if it's billionaires or a foreign adversary but I actually don't know what he's doing right now.
What's this subs thought on Stride Inc. ($LRN)? I did a dcf based on projected free cash flow and their instrinsic value could be as high as $300 per share. Down 2.7% currently, thinking about opening a position since it seems low-beta and defensive but I am not familiar with the industry.
My text got deleted. I ve been hunting overvalued stocks for long put positions for a while now. The current fear in the market is a huge catalyst for jagged red days i caught this 10% LRN drop this morning. I sold at the price you see. Finally took a profit. There is still so much more to come though.
Some conservative investments: You might consider a "managed futures" ETF. I have a position in CTA and I am quite pleased with it. I like BDCs. I have a basket of BDC holdings. The ETF PBDC is an easy way to take a BDC position. CLO ETFs also work for me. I like CLOZ and JAAA, I have much more in CLOZ than JAAA. Regarding individual equities, I'm pleased with LRN. I think it's a pretty conservative holding. UBER has a strong outlook. I bought in completely below $80 though. AMZN and TSMC have already been mentioned.
Laugh all you want, this would have been solid DD a month ago. Look at the for profit education stocks: LRN, ATGE, LOPE, BFAM
> For-Profit Education: > LRN, ATGE, LOPE, BFAM These have all mooned like crazy already
Im starting to regret not getting more LRN calls and shares 
You should look at some smaller companies on good runs rn. TWLO, OKTA, LRN
Is anyone holding LRN or UTI?
Since I'm already in my positions, here's my tip. Adult education stocks. Trades and online degrees are the future, and with the education dept on the chopping block its only coming faster. UTI , LRN , LINC Take a look.
Online education programs! LRN and ATGE, department of ed being shut down and public education going into the stinker means folks will be pursuing different avenues for education. If they can’t do private they will just do it online.
Buy a few shares of LRN. NOT impacted by tariffs - it will outperform the sp500 this year
I remember you posted about LRN a while ago and I looked into it. I never jumped in but that was a great call.
I called out NXT earlier on. Also great day for LRN as well.
What a great day for LRN and NXT. Crazy to think how well LRN has performed. Wonder if NXT gains will hold or if it will do what it has done in the past, just trade down after a great earnings since it’s lumped in with all solar.
$LRN * Revenue increased 16.3% YoY to $587.2 million in Q2 FY2025 * Net income grew 44.2% to $96.4 million * Student enrollment increased 19.4% to 230.6K * Career Learning enrollments up 30.9% to 94.8K * Company raised full-year guidance * Strong cash position of $738.1 million * Adult Learning revenue declined 23.4% YoY * Career Learning revenue per enrollment decreased 1.4%
Buying LRN calls because of all the schools that burned in LA. Wish me luck
LRN calls because of all the schools that burned in LA. Plus education system is on decline.
CCL, nclh, Axon, LRN
Calls on LRN, the only publicly traded charter school company (keeps reaching new ATHs almost daily) Puts on CNC, a health insurance company funded primarily by Medicare and the ACA. Low IV options. Easy money on both into 2025.
Thanks, i actually had saved a previous post of yours on your screener and have been messing with it the last couple days when ive had free time at work. Its been helpful. Fun to see some of the great picks show up there too like LRN, FIX to name a few.
Yeah, that's the thing, sometimes I buy things just because the business fundamentals make sense, not because it fits into my investment thesis. The best example is with $LRN. I would post about that stock months ago when people talked about "everything being so expensive". It was super cheap for the growth. I'm not big on the idea of investing in education companies, but the books make sense. With EXEL, it's got good ROI, good eps growth, forward earnings and peg are low. They have basically like no debt, so even though it's biotech, it feels like the company is a good a good place.
I'm actually a fan of their RRL line, it's really pricey, but the jeans are solid. I'm a denim nerd. Agree, I try to avoid retail, but kind of like $LRN, if the value is there for the stock, I'm really not opposed to it. It's actually down like 5% from it's peak in from a week ago. Still not sure if it's something I would own, but just love calling out stuff like this. It's had a solid year and even beating the SPY a tiny amount from the 5 year mark.
Is anyone else looking at LRN (Stride) with the upcoming desire to gut, if not disband, the Department of Education? LRN is basically the only publicly traded charter school system, and it has extensive Trump ties.
I’ve been waiting for a MEDP to tank for months. Trimmed some STRL, HCC, and LRN gains to get the cash to pick up 15 shares of MEDP. Also eyeing AMAT or ONTO at these prices. Can’t afford both, but tempted to pick up one of them.
$LRN. Company is called Stride. Number 1 in at home education, so when they send all the public school kids home this is the company that keeps them stupid. It'll be big in 2025 when DOE goes away.
Yeah, not the biggest fan of their product, but they do sell it at costco and the macro trend of people lifting seems pretty strong. The fundamentals aren't too terrible. It's something I wouldn't find myself investing in, but like LRN, sometimes it's hard to pass up the name when it seems like a great value for the growth.
AXON and LRN have been my best plays. No one talks about them here.
LRN and Axon made me a pretty this year.
Thoughts on LRN? Company has boomed the last 2 years.
It's rad seeing so many names go up, but one thing that kind of sucks for me personally, is that there is just not a ton of new companies hitting my screener now and days. Feels like a waiting game. Still wild too see some of the movement in names out there. Like LRN is up like 60% since that short report like two weeks ago.
Hate to be that guy that pushes back, but I've seen some good value and growth get really rewarded. Like one that I've talked about there for like the past year is $LRN. It's boring education company, but the valuation was extremely cheap. I was bullish on them in particular because their enrollment numbers were higher now than before covid. What are some of the names you've seen that are a good value/growth not being rewarded?
Citigroup, Gm and LRN are taking me to the promised land
LRN had phenomenal earnings. I was contemplating buying options, but the IV was insanely high. Oh shoot, I just checked, the 80, 85, 90 & 95 calls (11/15 was the earliest exp date) were 10 baggers. When it comes to options that only have 1 option a month (especially since the last round just ended on 10/18), it makes playing earnings seemingly much more expensive because of the time value on the exp dates. Oh well, can't win em all. At least I didn't buy puts 🤣
I loaded up on LRN yesterday
Did anyone catch the move LRN has made today?
LRN just self-grew into my 5th largest position, overtaking HCC. My new investing strategy is wait for Fuzzy Panda to drop a short report, then buy the heck out of that stock on discount.
Holy shit that LRN just ripping everything
I have both and I got mini heart attack all the time when I thought LRN price was LUNR's lol
Looks like $LRN is moving past that short report and numbers look pretty solid: \- Revenue of $551.1 million, compared with $480.2 million. \- Income from operations of $47.3 million, compared with $3.3 million. \- Net income of $40.9 million, compared with $4.9 million. \- Diluted net income per share of $0.94, compared with $0.11. \- Adjusted operating income of $58.4 million, compared with $14.8 million. \- Adjusted EBITDA of $83.9 million, compared with $39.8 million. Up 24% in the AH's now. Such a weird month for the company.
LRN fell because of a disproven short seller rumor I'm buying calls
I just started a position in LRN today because it looks on sale to me and the company already issued a statement that the Fuzzy Panda allegations are false. As an employee of the company, what are your thoughts on its growth and how it’s doing? Give us some sweet insider trading ;)
Looking for some advice on LRN. I am an employee of the company and have been vested a couple thousand shares. I see there is a pretty heavy dip today, so I wonder if I should invest in more shares hoping for a rebound or is LRN coming back down to earth and I need to move on?
u/_hiddenscout Any idea why LRN is down so much?
Writeup on LRN - [https://prateekmalhotra.substack.com/publish/posts](https://prateekmalhotra.substack.com/publish/posts) Not really sure about retention rate of students and what to make of the horrible customer reviews. Have you considered this?
I wrote a blogpost about LRN - [https://prateekmalhotra.substack.com/p/lrn-stride-inc](https://prateekmalhotra.substack.com/p/lrn-stride-inc), any feedback is much appreciated 
I think this is an outlier - Stride (LRN), Ive had it for 3 years and stacked up constantly. like 15%, and Palantir Google Andritz follow swiftly with 12% each.
Hi, sorry for jumping on an old comment. Just wondering if you’re still holding and still see LRN as a long term play? I’m really interested to invest in this as I am a teacher myself, but I’m not great with fundamental analysis. If you don’t mind, can you share your thoughts?
Every single homeschooled person I’ve met has had the social intelligence of a goldfish. LRN enrollments might increase in the short term but long term, idk about this.
I wonder whether the awful trend of school violence will affect LRN positively.
Haven’t bought anything in a second, but there’s still some interesting names out there. $NXT is still really cheap and could get a big boost today if anything around rate cuts get announced. They are more of a utility level, but get lumped into commercial solar. $CLMB has been a on a crazy run since earnings. Still not expensive and one of the cheaper ways to play cyber security. $LRN just keeps putting up great numbers quarter over quarter. Online education company, but has higher enrollment than during the pandemic. I see this trend continuing with all the culture wars we see.