Investing ...I like cheap, growing, and durable...Not investing advice...adambuckstein.substack.com/
Joined August 2008
- Tweets 335
- Following 477
- Followers 349
- Likes 115
154 Photos and videos
Jun 5
As a target of multiple short reports over the years, this is incrementally good for the multiple of $LRN
139
Mar 18
$SILC...reading the tea leaves has some value in small caps...first time Silicom is attending this conference...why in the middle of a war are they schlepping to CA to pitch to growth investors...Trades at .6x Rev and Q126 guidance is for 18% top line growth...
1
6
2,423
May 5
$SILC This keeps aging well...remember if a small cap mgmt teams travels half way around the world to present at a conference they've never attended, it probably means they have something to talk about
3
236
Apr 29
It just sounds like this stock is ready to revisit its ATHs assuming the October print goes back to trend
1
90
Apr 16
Interesting read through for $LRN from troubles at a PA cyber school (not a Stride customer, but they do buy curriculum)...the Achilles heel of this industry is marketing so while anyone (private or a district) can start a school, it's a full time job to market and fill up enrollment, way beyond the pay grade of most public school districts
2
324
Apr 15
ASB Partners Q126 Letter and Discussion of Japan Exchange Group $JPX #TokyoStockExchange @JPX_official_EN (JPX:8697) open.substack.com/pub/adambu…
112
Feb 27
Another strong read through from Pearson for $LRN...virtual schools rev. up 18% in 2H on 13% enrollment growth
1
4
203
Feb 24
$LRN positive development to move past this w/ an undisclosed settlement amount....Gallup schools votes to settle suit with virtual provider after state blames district for budget gap
1
1
219
Feb 24
112