Yet Another Value Podcast发布 2026-08-20
《$ELAL: El Al is a wartime monopoly at 2x EBITDA. Is that a trap? | ASB Partners》
$LRN看涨
看好LRN；尽管CEO变动和AI担忧，基本面依然强劲。
他第一次来的时候，我们谈到了Stride。那里的股票代码是LRN。我们实际上会以10到15分钟的关于Stride的讨论结束这个播客，但让你了解一下，我发布了Stride播客，许多价值投资者，专注集中的价值投资者，在那之后有问询，想让我联系Adam，这太棒了。
The first time he was on we talked about Stride. The ticker there is LRN. And we're going to actually end this podcast with a 10 or 15 minutes discussion on Stride, but to give you an idea, I mean I put out the Stride podcast and the number of value investors, focused concentrated value investors who had inbounds asking questions, wanting me to connect to Adam on the heels of that podcast was awesome.
他说在等