COUR - This Is The Price At Which We Would Be Willing To Buy Coursera
- Shares of Coursera are trading considerably below its IPO price, and they finally seem to us to be offering some value.
- The company is growing revenue at a very good pace, but we do worry that we are not yet seeing signs of operating leverage.
- The company appears to have a very good product-market fit, with high ratings on its apps and good and improving engagement numbers on its website.
- At this prices we can justify a small speculative investment with the expectation that at some point the company will pay more attention to cost controls and will finally be on the path to profitability.
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This Is The Price At Which We Would Be Willing To Buy Coursera