Udemy: Strong Secular Growth Tailwind And Competitive Advantage

Maskot/DigitalVision via Getty Images Summary I give a Buy rating for Udemy (NASDAQ:UDMY), as I am a firm believer that online education has a long growth runway ahead of it, and UDMY is well positioned to take advantage of this secular tailwind. Its biggest competitive advantage stems from its two-sided marketplace model, which creates a strong flywheel effect. While recent financials have shown some weakness in growth, I believe that as the macro environment recovers, demand will recover accordingly, and ...