Adam Buckstein, an investor with ASB Partners, dives into Stride Inc., the largest U.S. virtual school provider. He examines Stride's unique funding model, contrasting it with for-profit colleges, and discusses why families are increasingly choosing virtual education. The conversation highlights challenges like compliance complexities, the impact of AI on learning, and the recent stock drop due to a failed LMS implementation. Buckstein also explores Stride's competitive edge and financial health, making a strong case for its resilience in the evolving education landscape.
