Interesting RCL falling during lockdowns.While it i a disruption...

  1. 591 Posts.
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    Interesting RCL falling during lockdowns.

    While it i a disruption to sales, more exposure to remote learning further solidifies technology changes in education and breaks down resistance to change in the adoption of tools like ebooks to assist with remote learning.

    Short term negative, but solidifying the longer term trends. Remains a long term demographic change for me. Really like this business.

    IMO, DYOR

    MJ
 
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