The statistics in many respects are simply overwhelming. Consider the following: More than 700,000 students have now graduated from the University of Phoenix Stated another way, 1 in roughly 450 Americans has a degree from the...
READ MORE >Approximately 3-months ago we published a report entitled: “The Monster Is Out of the Cage and APOL’s Secular Decline Begins in Earnest” in which we outlined our short thesis for APOL. Below we quickly review the principal tenets of the secular short case...
READ MORE >Yesterday we published a lengthy report that outlined the 12 issues that we think will have the greatest impact on the enrollment, revenue, EPS and stock sentiment of the publicly traded for-profit...
READ MORE >Perhaps it happens every year, but the relative outperformance of last year’s losers compared to the prior year’s winners has been particularly pronounced thus far in 2012. The 25 worst...
READ MORE >APOL reported 1Q12 enrollment and earnings results that on the surface, at least looked like exactly what bulls on the stock were hoping for. To quickly review: The company posted slight revenue upside and beat on EPS by a...
READ MORE >It used to be something that operators in the for-profit postsecondary education space could joke about with investors. When asked what would represent the biggest competitive threat to their enrollment growth prospects, 5-years ago...
READ MORE >LONG
$70
SELL/SHORT
$4
SELL
$50
SELL/SHORT
$45
SHORT
$18
SELL/SHORT
$5
SELL/SHORT
$42
LONG
$75
SELL/SHORT
$50
SELL/SHORT
$50
LONG
$5.50
SHORT
$50
SHORT
$28
LONG
$65
LONG
$37
PAIR TRADE
$10
PAIR TRADE
$30
LONG
$35
SHORT
$35
SELL/SHORT
$10
SHORT
$101
SHORT
$15
SHORT
$0
SHORT
$9
SHORT
$0
PAIR - LONG BGG/SHORT TTC
25%
PAIR - LONG BGG/SHORT TTC
25%
SHORT
$14.00
SHORT
$22
SHORT
$15
SHORT
$20
SHORT
$31
SHORT
$35
SHORT
$30
PAIR - LONG KNL/SHORT MLHR
25%
SHORT
$100
LONG
$8
LONG
$20
SHORT
$22
PAIR - LONG CSGP/SHORT LOOP
40%
LONG
$35
SHORT
$275
SHORT
$0