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Posted by
Two Blokes Jul 3 -
Filed in
Stock
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Strategic Education is a hidden EdTech gem with strong B2B partnerships, especially through scalable platforms like WorkForce Edge and Sophia Learning. The company boasts a debt-free balance sheet, robust free cash flow, and consistent capital returns via dividends and buybacks, supporting a solid shareholder yield. EdTech segment is the primary growth driver, with high margins and accelerating corporate enrollments, while U.S. Higher Ed remains a stable cash cow.