K12 INC LRN

July 13, 2020 - 4:29pm EST by

member

						2020	2021
Price:		35.08		EPS		0	0
Shares Out. (in M):		40		P/E		0	0
Market Cap (in $M):		1,403		P/FCF		0	0
Net Debt (in $M):		-50		EBIT		0	0
TEV (in $M):		1,353		TEV/EBIT		0	0

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#	AUTHOR DATE SUBJECT
11	member 9/17/20 6:17PM Re: Re: Re: Thoughts on Miami-Dade news 10
Thx. This is new today (I believe) & doesn't appear good... https://www.local10.com/news/local/2020/09/17/donation-to-miami-dade-superintendent-carvalhos-foundation-under-investigation/ Can you speak to management here? Anything suspect in any of their backgrounds etc? Is there a risk these negative headlines could result in customer losses? view available tags
10	member 9/10/20 4:16PM Re: Re: Thoughts on Miami-Dade news 8
Lots of confusion here...the Miami-Dade contract relates to K12's institutional business and not their core Managed Public School offering...Institutional was <4% of FY20 revenue and has nothing to do with the 170k enrollments which are... login to read the rest 1 view available tags
7	member 9/10/20 12:35PM Thoughts on Miami-Dade news
Not seeing exactly how many of LRN's most recently disclosed 170K students this would be, but they spent a bunch of time on the last call talking about them and it's a huge school district.... login to read the rest view available tags
5	member 7/15/20 12:02PM Re: Re: Product offering 4
We looked at HMHC and were concerned about the episodic nature of the revenue based upon a few large states...There's room for both of them to be winners but our view of the landscape is... login to read the rest view available tags
4	member 7/14/20 4:37PM Re: Product offering 2
Interesting write-up. Further to cfavenger's question, I'd be curious to get your view on this vs. somebody like HMHC, which would potentially fit the "hybrid" learning approach much better and would allow for students to... login to read the rest view available tags
3	member 7/14/20 4:13PM Re: Product offering 2
As relates to the product offering, it is primarily an asynchronous offering but they can easily add synchronous options. The offering also changes based upon grade level (lower grades require a parent or learning coach... login to read the rest 1 view available tags
2	member 7/14/20 3:18PM Product offering
Can you explain a bit more on how their product offering fits the virus landscape? LRN seems to offer fully outsourced schooling versus a toolchain for existing schools to provide remote learning. Since the virus... login to read the rest view available tags

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