I have a diversified portfolio, no position represents more than 5% of my total holdings. I don't discuss my portfolio, everyone has their own risk tolerance, everyone should do their own portfolio allocation for their own needs.
Excellent analysis of the whole situation. Do you think online education is more challenging in the K-2 setting and perhaps that led to the worse outcomes?
I'm dating myself here. K12 started with their high school curriculum and went down in grade level. Connections by contract created a K-5 curriculum and went up in grade level. Is K12 stronger in middle and high school? Or do students in higher grades perform better? No idea.
I have no sense if the grade levels served is the issue. It would be an interesting analysis to do more on this area.
It seems odd that a school with the same management company, same curriculum, and same processes would have vastly different academic outcomes. The economic background disparity between each K12 managed school could be an issue.
So, what % of your portfolio is Stride?
I have a diversified portfolio, no position represents more than 5% of my total holdings. I don't discuss my portfolio, everyone has their own risk tolerance, everyone should do their own portfolio allocation for their own needs.
Thank you for the question.
Check this news article: https://www.houstonchronicle.com/news/houston-texas/education/article/virtual-school-closes-abruptly-22319484.php
Excellent analysis of the whole situation. Do you think online education is more challenging in the K-2 setting and perhaps that led to the worse outcomes?
I perhaps should have written more about this.
I'm dating myself here. K12 started with their high school curriculum and went down in grade level. Connections by contract created a K-5 curriculum and went up in grade level. Is K12 stronger in middle and high school? Or do students in higher grades perform better? No idea.
I have no sense if the grade levels served is the issue. It would be an interesting analysis to do more on this area.
It seems odd that a school with the same management company, same curriculum, and same processes would have vastly different academic outcomes. The economic background disparity between each K12 managed school could be an issue.