Coursera: Massive Cash Position, Some Growth, GAAP Unprofitable - A Step By Step Strategy
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Coursera is positioned in the growing eLearning market with potential network effects, but lacks profitability and an economic moat. Its expense reduction initiative and strong cash position provide financial flexibility, making it undervalued compared to Udemy, with a DCF Fair Value of $10.7.
November 29, 2024 | 7:15 pm
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Coursera is in the eLearning market with potential network effects but lacks profitability and an economic moat. Its strong cash position and expense reduction initiative provide financial flexibility, making it undervalued compared to Udemy.
Coursera's strong cash position and expense reduction initiative provide it with financial flexibility, which is crucial given its current lack of profitability. The potential network effects in the eLearning market could drive future growth. The DCF Fair Value of $10.7 suggests it is undervalued compared to competitors like Udemy, indicating a potential positive impact on its stock price.
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