Coursera: Demand Should Accelerate Starting Next Year
Investment Thesis - Coursera (NYSE: COUR) is expected to accelerate its growth to mid-teens in the next two years, driven by a more robust demand environment [1] - The company is considered undervalued with long-term growth potential, aligning with a value investing approach focused on quality companies trading below intrinsic value [1] Analyst's Perspective - The analyst has a buy rating on Coursera, emphasizing its potential for growth and value creation [1] - The investment strategy involves holding quality companies for the long term to benefit from compounding earnings and shareholder returns [1]