Apr. 5 at 8:07 PM
$GHC The merits and demerits of a recession
Bad:
Hoover, Dekko, Framebridge, Leaf Group businesses are reliant on housing
Media Group, Omne, Alphabet are reliant on advertising
Media Group is sensitive to cord cutting trends
Automotive Group, Clydes.
Good:
Kaplan Higher Education operates Purdue Global. Success in adult education is correlated to unemployment levels. Purdue Global also owe
$95 million in receivables.
The underlying companies in the Marketable Securities portfolio are cash rich.
Healthcare Group is recession resilient