What podcasts say about IDP Education
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about IDP Education
7 statements · 7 positive
IDP Education continues gaining market share and signing new university clients.
“They still gain market share. They sign up new universities.”
Open the episode · Hofflin: Big moves are creating great value on the ASXListen at 39:12
IDP Education continues gaining market share and signing new university partners.
“They still gain market share. They sign up new universities.”
Open the episode · Riding the rebound in CSL, Cochlear and finding the next opportunityListen at 39:12
IDP Education has an asset-light model, strong returns, sound balance sheet and substantial buybacks.
“Asset light, good returns, good balance sheet. They're buying back 10% of their register at these prices.”
Open the episode · Hofflin: Big moves are creating great value on the ASXListen at 39:20
IDP Education remains fundamentally a good business despite recent declines.
“it's a good business”
Open the episode · Riding the rebound in CSL, Cochlear and finding the next opportunityListen at 39:25
IDP Education currently trades below seven times earnings.
“It is now at this low point on less than 7 times.”
Open the episode · Riding the rebound in CSL, Cochlear and finding the next opportunityListen at 39:58
IDP Education offers attractive upside-downside asymmetry and is worth owning.
“the asymmetry in the outlook here is great. So I think it is worth owning some.”
Open the episode · Riding the rebound in CSL, Cochlear and finding the next opportunityListen at 40:49
Investors should own some IDP Education shares because the outlook is asymmetric.
“So I think it is worth owning some. That's why we own some.”
Open the episode · Hofflin: Big moves are creating great value on the ASXListen at 40:51
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.