Coursera: A Good Contrarian Buy

Edtech is a highly competitive industry with several players aiming for market share gains. While Coursera's size and early mover advantage should help the company, the competition remains intense. While the company has made good use of AI so far, AI also presents a risk/competitive threat. Some learners have already started using AI platforms like ChatGPT to enhance their knowledge of particular topics and companies like Chegg have seen a significant negative impact. I don't see an immediate risk to Course ...