Group 1 - John Wiley & Sons, Inc. (WLY) demonstrated reasonable performance driven by margin improvement and sales growth in research, despite facing pressures in the learning segment [2] - The company is focusing on AI as an important theme, indicating a strategic direction towards technology integration [2] - The Valkyrie Trading Society, associated with the company, emphasizes high conviction and obscure developed market ideas that are downside limited and likely to generate non-correlated and outsized returns in the current economic environment [2] Group 2 - The Value Lab, led by the Valkyrie Trading Society, targets a portfolio yield of about 4% and has performed well over the last 5 years by engaging in international markets [1] - The Value Lab offers members real-time updates, 24/7 chat support, regular global market news reports, feedback on stock ideas, new trades monthly, quarterly earnings write-ups, and daily macro opinions [2]
John Wiley & Sons: Structural Risk To Higher Education Casts A Shadow Over AI Licensing