David J. Waldron
Author, long only, value, long-term horizon

Universal Technical Institute: Student Advocate In Need Of Shareholder Activist

Universal Technical Institute (NYSE:UTI) is a paradigm in the for-profit higher education industry. Virtually opposite to its collective peers often accused of rewarding shareholders at the expense of students, UTI has some of the most impressive student outcomes in the sector. But with weaker fundamentals, expensive valuations, and a stock price down 70% from its ten year peak, current or budding shareholders might step up and demand superior outcomes for investors as well.

Shareholder activism, which has seen a renaissance in recent years, could arguably be on the horizon for UTI, including the potential for a going private transaction or outright takeover bid. To be sure, my thesis is purely speculative, but one should expect if a quality...

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