Validea Joel Greenblatt Strategy Daily Upgrade Report - 6/10/2025
Validea's Earnings Yield Investor Model: The model, based on Joel Greenblatt's strategy, upgraded Strategic Education Inc. (STRA) from a 70% to an 80% rating, indicating growing interest in the stock due to its strong fundamentals and valuation.
Company Overview: Strategic Education, Inc. offers post-secondary education through various institutions, including Capella University and Strayer University in the U.S., and Torrens University in Australia, focusing on providing job-ready skills and educational programs.
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- Partnership Announcement: Workforce Edge has partnered with NUC University, marking the first Spanish-language partner in its network, which is expected to enhance accessibility for Spanish-speaking employees seeking higher education opportunities.
- Diverse Course Offerings: NUC University will provide partner employees with access to over 60 degree programs, including diplomas, associate, bachelor's, and master's degrees across various fields such as healthcare and business management, thereby enhancing employee skills and competitiveness.
- Employer Network Expansion: Workforce Edge collaborates with 80 employers, including Best Buy, aiming to enhance employee career development and long-term business value through continuous, job-relevant learning opportunities.
- Educational Strategy: By offering flexible learning formats and employer-funded education pathways, Workforce Edge helps companies build internal talent marketplaces, driving economic mobility and career growth for employees, which further strengthens the competitive edge of businesses.

- Sustained Excellence: The Jack Welch Management Institute was ranked 9th best online MBA program for 2026 by Poets&Quants, marking its fifth consecutive year in the top ten, which underscores its outstanding position in business education.
- Student Success: Since becoming part of Strayer University in 2011, JWMI has graduated over 5,000 students, demonstrating its profound impact and commitment to student career development.
- Global Reach: Currently, JWMI enrolls approximately 2,000 students from over 38 countries, reflecting its international educational philosophy and diverse learning environment.
- Ranking Criteria: Poets&Quants' rankings are based on three core criteria: admissions standards, academic experience, and career outcomes, ensuring a comprehensive and fair assessment of online MBA programs.
- Nursing Education Partnership: Heritage Valley Health System has partnered with online learning platform Sophia Learning to enable nursing students to complete their degrees more efficiently by fulfilling general education requirements through online courses, thereby enhancing student experience and graduation rates.
- Addressing Workforce Shortage: With the U.S. projected to face a shortage of nearly 700,000 critical healthcare workers by 2037, this collaboration aims to improve the internal candidate pipeline, helping to attract and retain aspiring nurses to alleviate the industry's staffing crisis.
- Flexible Learning Model: Sophia's self-paced courses allow students to complete general education requirements in an average of one-third the time of traditional semester-long courses, which not only reduces educational costs but also enhances student learning efficiency.
- Career Development Support: According to a Harris Poll, 55% of healthcare workers plan to seek new job opportunities in the next year; this partnership aims to improve career advancement and retention rates by providing better educational opportunities, thereby strengthening the stability of the nursing workforce.
- Global Submission Initiative: Strayer University's Media Design School announces its inaugural global call for music submissions, inviting composers to submit hybrid symphonic pieces of 1:30 to 2 minutes, aimed at discovering untapped musical talent and advancing the future of cinematic music.
- Recording Opportunity: Selected works will be professionally recorded at the Forum Studio Village in Rome, providing composers the chance to collaborate with a world-class European orchestra, thereby enhancing the international exposure and artistic impact of their compositions.
- Selection Process: The initiative employs a juried selection process designed to elevate undiscovered voices, with selected composers receiving feedback from industry veterans, which will help them establish a stronger professional foundation in music design.
- Participation Benefits: Composers whose works are selected will receive airfare and hotel accommodations for travel to Rome, along with multi-camera video documentation and Pro Tools session files, ensuring their creative process is thoroughly recorded and showcased.

American Public Education, Inc. (APEI) Performance: APEI reported strong third-quarter 2025 results with adjusted earnings of 30 cents per share, significantly exceeding expectations, and total revenues of $163.2 million, driven by growth in Rasmussen University, American Public University System, and Hondros College of Nursing, despite a decline in the Graduate School segment.
Revised Guidance: The company revised its full-year 2025 guidance downward, expecting total revenues to decrease by 6-9% and adjusted EBITDA to fall between $18.5-$22 million, reflecting a decline from previous projections.
Other Education Companies' Results: Adtalem Global Education, Universal Technical Institute, and Strategic Education also reported strong quarterly results, with increased earnings and revenues driven by higher enrollment and strategic investments in student experience and academic offerings.
Market Outlook: The article highlights the potential for lesser-known AI firms to yield significant profits in the future, contrasting with well-known stocks that may not deliver the same returns.

Conference Call Announcement: Strategic Education Inc (STRA) will hold a conference call on November 6, 2025, at 10:00 AM ET to discuss its Q3 25 earnings results.
Webcast Access: Interested parties can access the live webcast of the conference call through the provided link to Strategic Education's investor relations page.






