Here’s What Makes Graham Holdings Co. (GHC) a Good Investment?

Core Insights - The London Company Small Cap Strategy reported a 1.9% appreciation in its small-cap portfolio for Q3 2025, underperforming the Russell 2000 Index which gained 12.4% [1] - The investor letter highlighted Graham Holdings Company (NYSE:GHC) as a key stock, noting its strong performance driven by growth in Kaplan Education and Healthcare segments [3] Company Performance - Graham Holdings Company (NYSE:GHC) experienced a one-month return of -5.47% but a 52-week gain of 20.50%, with a closing stock price of $1,036.52 and a market capitalization of $4.522 billion as of November 3, 2025 [2] - The company outperformed benchmarks in Q2 due to solid results and potential easing of broadcast TV M&A regulations, which may enhance future monetization opportunities [3] Investment Sentiment - Despite its potential, Graham Holdings Company (NYSE:GHC) is not among the top 30 most popular stocks among hedge funds, with 20 hedge fund portfolios holding the stock at the end of Q2 2025, unchanged from the previous quarter [4] - There is a belief that certain AI stocks may offer greater upside potential and less downside risk compared to Graham Holdings Company [4]