Calls
1
u/lnthanh
Reddit r/ValueInvesting
Win Rate
0.0%
return
-27.0%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 02
$7.11
-27.0%
Author is long Coursera and holds after modeling the Udemy merger. He argues the combined entity stops bidding against itself in search ads, enabling cost synergies and segmented marketing, and that Coursera's distribution can scale Udemy's niche content as shown by Skillshare enrollments. His base case values shares around $8.00, with over $1B net cash as downside buffer; main risk is AI reducing demand for transactional skill courses.
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u/lnthanh has 1 trade ideas tracked on Buzzberg across 1 tickers since January 2026. Most covered: COUR.
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