Nellnet is generally known as a financial services business specializing in student loans, but they kind of do a little bit of everything. The company has compounded book value at 16.6% annually since IPOing. It's trading right now at about 1.1 times book value, which very nice valuation. But you know, there's nothing wrong with it here.
Earnings from Chegg, Celsius, and Nelnet show why it pays to watch cash flow and how businesses can shore up when there’s cash on hand.
(00:21) Jim Gillies and Dylan Lewis discuss:
- Celsius incredible top and bottom line results, but why investors should pay attention to the energy drink maker’s relationship with Pepsi and accounts receivable. - Whether Chegg can harness AI for its education offerings. - Why Nelnet’s slow and steady Berkshire approach continues to pay off.
Companies discussed: CHGG, NNI, CELH
Host: Dylan Lewis Guests: Jim Gillies Engineers: Dan Boyd
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