$LRN

3 theses
bullish 100%neutral 0%bearish 0%
Avg return (3m)
—
Win rate (3m)
— (0 resolved)

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Nov 3, 10:31 AM ET
$LRNSEC Form 4bullish
Haggart Dylan G. · Stride, Inc. · 3h ago1 prior · awaiting results
Long 228,057 shares of LRN
Bought 228,057 @ $77.06 avg · $17,573,121 · 2026-10-30

Form 4: Haggart Dylan G. bought LRN

Haggart Dylan G. (Director at Stride, Inc.) reported an open-market purchase of 228,057 shares of LRN at an average $77.06, roughly $17,573,121, in a Form 4 filed 2026-11-03.

At post $75.05Now $74.99-0.1% since postedas of Nov 3, 10:31 AM ET
View filing on SEC.gov →
$LRNSEC Form 4bullish
Haggart Dylan G. · Stride, Inc. · 7d ago1 prior · awaiting results
Long 154,196 shares of LRN
Bought 154,196 @ $78.98 avg · $12,178,122 · 2026-10-23

Form 4: Haggart Dylan G. bought LRN

Haggart Dylan G. (Director at Stride, Inc.) reported an open-market purchase of 154,196 shares of LRN at an average $78.98, roughly $12,178,122, in a Form 4 filed 2026-10-27.

At post $79.21Now $74.99-5.3% since postedas of Nov 3, 10:31 AM ET
1d+1.1%
3d-1.1%
1w-5.3%
1m—
3m—
6m—
1y—
View filing on SEC.gov →
$LRNr/ValueInvestingDiscussionbullish
u/JoeInOR · 83d ago14 prior · 100% at 3mo

Peter Lynch said invest in what you know. I worked at Stride (LRN), Roper Technologies (ROP), and Nike (NKE). Here's a little of what I saw and what the true FCF data says.

Stride's 11.8% true FCF yield and shrinking float are attractive, but governance questions around ghost student allegations and CEO departure need resolution. The per-pupil funding model creates strong incentives and an incumbent moat, making this a conditional buy pending clarity.

At post $78.59Now $74.99-4.6% since postedas of Nov 3, 10:31 AM ET
1d+6.5%
3d+6.1%
1w+7.1%
1m+4.3%
3m—
6m—
1y—
original post →

End of results.