Udemy: Strong Flywheel Effect And First Mover Advantage

Nov. 24, 2022 7:52 AM ETUdemy, Inc. (UDMY)

Summary

  • Udemy is disrupting the legacy "learning" industry.
  • Udemy has strong content generation capability.
  • Udemy has global reach, a strong brand and flywheel effect.

Young student using a tablet in the lobby of a university

Marko Geber/DigitalVision via Getty Images

Investment thesis

I recommend buying Udemy (NASDAQ:UDMY). The surge in need for quality online learning platforms has been fueled by the recent global pandemic, the dynamic technological advancements, and the need for distant learning for

Valuation

Own estimates

This article was written by

Data scientist turned investment analyst focusing on high tech, high growth companies

Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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