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Lisa O'Dell Rapuano on for-profit education

|Includes:Apollo Education Group, Inc. (APOL), CECO, COCO, DV, EDMC, ESI, STRA

Lane Five Capital Management's Lisa O'Dell Rapuano makes a strong argument for for-profit education in the below video clip of a value investor round table hosted by University of Virginia's Darden School of Business. The pitch begins around the 28:00 mark. I also like her argument in favor of MasterCard, which I may explore in a blog post at a later date.

Link

Stocks: APOL, CECO, COCO, DV, EDMC, ESI, STRA