YOU WOULD BE IN MUCH BETTER POSITION TO COMMENT OR WRITE ABOUT THESE OTHER BRAZILIAN EDUCATON STOCKS - ITS AN INTERESTING SPACE (SAME WITH SOUTH AFRICANS ONES I DID WRITE-UPs ON)
1) Cogna Educação (BVMF: COGN3 / OTCQX: COGNY): One of the World's Largest Private Education Providers
That's a great list of Brazilian Education stocks. I also have tickers ANIM3, BAHI3, CSED3, SEER3 on my education watchlist.
However, Afya is the only Brazilian education stock I have done a deep dive on. I have looked at others, but don't have a strong opinion.
Of all the education niches, I feel most comfortable that medical education will have continued demand/growth in the medium to long term. I'm sure tech will have an impact on medical school education, but I think less so than most other education fields.
I am much less sure about what the demand and structure of higher education for accounting, psychology, law school, etc...will look like in 5-10 years.
And they all cover different niches or have different strategies... In South Africa, the collapse of anything run by the central govt is driving private education growth + the providers have expanded around Africa where there is a growing middle class who want their children educated. I am not sure what the state of public education is in Brazil or Latin America or if its in bad shape (like in much of the USA!) whether that driving growth...
From what I understand the top public universities, like USP in Sao Paulo for example, are consider very high quality and are among the most competitive in Brazil since its free.
Will include in today's links post that I am still working on + had done a short write-up about them last July: Afya (NASDAQ: AFYA): Shares of Brazil's Leading Medical Education Group Struggle to Breakout https://emergingmarketskeptic.substack.com/p/afya-brazils-leading-medical-education-stock/comments
YOU WOULD BE IN MUCH BETTER POSITION TO COMMENT OR WRITE ABOUT THESE OTHER BRAZILIAN EDUCATON STOCKS - ITS AN INTERESTING SPACE (SAME WITH SOUTH AFRICANS ONES I DID WRITE-UPs ON)
1) Cogna Educação (BVMF: COGN3 / OTCQX: COGNY): One of the World's Largest Private Education Providers
https://emergingmarketskeptic.substack.com/p/cogna-educacao-one-worlds-largest-education-orgs
2) Vasta Platform Limited (NASDAQ: VSTA): A Brazilian Subscription Based High Growth Education Company
https://emergingmarketskeptic.substack.com/p/vasta-platform-limited-brazil-education-stock/comments
3) Vitru Limited (NASDAQ: VTRU): Positive Momentum for Brazil's Leading Distance Learning Higher Education Provider
https://emergingmarketskeptic.substack.com/p/vitru-limited-brazil-distance-learning-stock/comments
4) YDUQS Participações (BVMF: YDUQ3): Digital Learning Investments Pay Off as Growth Continues
https://emergingmarketskeptic.substack.com/p/yduqs-participacoes-digital-learning-paying-off
Thanks for the comment!!
That's a great list of Brazilian Education stocks. I also have tickers ANIM3, BAHI3, CSED3, SEER3 on my education watchlist.
However, Afya is the only Brazilian education stock I have done a deep dive on. I have looked at others, but don't have a strong opinion.
Of all the education niches, I feel most comfortable that medical education will have continued demand/growth in the medium to long term. I'm sure tech will have an impact on medical school education, but I think less so than most other education fields.
I am much less sure about what the demand and structure of higher education for accounting, psychology, law school, etc...will look like in 5-10 years.
And they all cover different niches or have different strategies... In South Africa, the collapse of anything run by the central govt is driving private education growth + the providers have expanded around Africa where there is a growing middle class who want their children educated. I am not sure what the state of public education is in Brazil or Latin America or if its in bad shape (like in much of the USA!) whether that driving growth...
From what I understand the top public universities, like USP in Sao Paulo for example, are consider very high quality and are among the most competitive in Brazil since its free.