저자: 미상 · 외국인
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결론: 영상은 브릿지워터가 칙(Chegg) 주식을 고점 부근에서 매수했다는 점을 근거로 칙의 추가 상승 여력을 주장하며, 원격학습 확대에 따른 구독자 증가를 핵심 논거로 든다. 브릿지워터 매수 내역: 2020년 3분기 처음 보유했고, 이번 분기 약 5만8천 주(시장가 약 420만 달러)를 주당 약 71달러에 신규 매수했다고 설명. 회사 사업 설명: 칙은 월 약 10달러 구독으로 전문가 질의응답, 숙제 풀이, 교재 주문, 튜터, 플래시카드, 표절 검사, 수학 풀이 앱 등을 제공하는 학생 대상 플랫폼이라고 소개. 실적 수치: 2017년 대비 매출이 꾸준히 성장했고, 구독 서비스 매출은 전년 대비 약 37% 증가한 2억5,400만 달러, 구독자 310만 명(2019년 기준). 2020년 2월 10일 390만 명 발표, 추정치로 약 570만 명 유료 고객 언급. 성장 논리: 팬데믹으로 온라인 수업이 확대되어 구독 증가가 가속될 것이라고 주장하며, 뉴욕시 70만 명 학생의 온라인 수업 등을 사례로 듦. 주가 전망: 주가는 단기적으로 등락이 심하지만 향후 몇 달에 걸쳐 상승할 것이라는 기대를 표명. 급락을 기다리지 않고 바로 매수하는 것이 적절하다는 입장. 리스크/조건: 팬데믹 종료 시 수요 감소 가능성이나 경쟁에 대한 언급은 없음. 목표가 제시 없음. 출연자 전망: 진행자는 칙 주식에 대해 긍정적이며 '좋은 주식'이라고 평가.
다듬은 글
all right guys welcome back to another video let's talk about bridgewater associates what these guys are buying because bridgewater associates just purchased shares of a company that's already hit the very peak so when you see bridgewater associates pouring millions of dollars in a specific company that already went up a ton they're probably expecting some sort of a massive upside potential even more growing for that specific company that we'll be talking about and when bridgewater associates purchases shares especially their very first time and they even purchased this company at the very top you know it's gonna be some really really good stuff coming in now before we dive into deeper definitely check out the free discord server link in the description below there's more than 18 000 members it's one of the biggest stock option discord servers on the discord platform it's super fun if you haven't joined you're honestly missing out on a ton of fun and also a ton of money as well so if you check out bridgewater associates you can see it right here it got the aura funds name you scroll all the way down you clearly see they purchase a lot of chegg stock at this current moment they own roughly 58 000 check shares at market value it's 4.2 million dollars and you check it out the first time they've ever owned it was quarter 3 20 20.
it's this quarter they've never had check stock before and right now they're dipping their toes into the company at this current moment they did buy at around 71 which is exactly the same price as chegg at this moment so they pretty much bought chegg at like one of the highest points and there's good reason why bridgewater associates actually spent a few million dollars in purchasing check stock at the very top they think check will have even more upside potential which i fully agree especially how chag is becoming more and more popular if you guys don't know what chegg is this is pretty much like a subscription area where you pay like 10 a month and could ask questions to experts they would pretty much like write out your homework problems for you and help you out you could also have like different tutors there's flash cards you could buy books but what most people use chegg for is ordering textbooks and also finding answers to homework problems let's be real here guys if you guys are in college raise your hand in this comments you probably have used check if you know any engineering students biology psychology any like econ majors calculus if you guys have any of these courses either in high school or college you probably kind of have to use chag to survive in my university if you're taking a chemistry course and you don't have chegg you're most likely gonna screw up on all the foamer problems check is like essential it's almost like coffee to like college students and everyone seems to be using it and since everyone is essentially working from home chegg is getting more subscriptions than ever before since working from home and learning from home is a lot harder and a lot of people's grades are dropping and people are trying to find out like the next thing to help them boost their grade get better homework questions answered and since professors are so busy all the time people are resorting to chegg more than ever before now if you check out new york city for example more than 700 000 students will not be in school they will be online and since they're online a lot of people are using chegg even some middle schoolers are using chegg to answer the homework questions it's pretty crazy and checking is gonna be more and more popular now if you guys don't believe what i'm saying you could always check out the numbers they don't lie if you check out chegg right here their revenue has been increasing more and more from 2017 it was a very very small company which really does reflect it in the overall shares it was only like a few dollars it was like a price of like a hamburger now it's the price of like a two luxury steak dinners and chegg went from just making pennies to making a lot of money you can see it's double digit percentage increases and it's very good and this was before the pandemic now during the pandemic you got even more people subscribing to the overall site if you check out the subscriptions it's a lot and if you check this out the revenue is growing check services grew 37 to 254 million dollars and hit a record of 3.1 million subscribers for that year and that's a pretty big increase of roughly 38 percent that's pretty good i mean 3.1 million subscribers is pretty phenomenal and then february 10 2020 chegg announced 3.9 million subscribers and at this current moment some estimated that chegg most likely has 5.7 million paying customers it's pretty big and not only did they do that they're also growing rapidly in other sectors yes they also have for example answering questions tutors to help you out and pretty much solve problems of your homework but they also have for example check writing you could use this platform and the software to check for plagiarism there's also chegg math solvers there's a lot of different cameras softwares and also ai systems to help you with your math questions there's check tutors and if you want to be a tutor you could definitely make some side cash as well and now there's check internships you could literally book an internship with check it's getting to that point and it's really crazy and they have an app they're super techy they're on the website they're on your mobile and it's everywhere they have all sorts of different math areas if you need help they sell textbooks it's essentially a one-stop shop for all students the biggest appeal of chegg and the reason why so many people stay is because they help you out with a lot of homework questions if you're in college especially chemistry general chemistry too the questions are so hard to the point that you can't answer them but usually chegg can definitely help you out especially they have all sorts of different sectors they got like psychology economics mathematics a lot of these engineering students math majors science majors the stem guys you guys probably know that you're using check a lot and people are playing top dollar i remember from freshman to junior year i was using chegg on a constant basis like every single day virtually i was on chegg they were helping me out with the questions i was asking questions back they're answering them writing down stuff and i was really learning a lot better with chegg than with my professors which was always super busy got a book like a specific time to actually visit them so it's not really a fun time but with chag this is why the appeal is there sure at this current moment the stock is pretty choppy it's going up and down up and down but i feel like over the course of a few more months and since there's more online learning than ever before let's be honest here this pandemic is not going away it's going to continue surging and more people are going online than ever before just the mere fact that chegg went from just a few dollars to 71 is pretty big and what's even crazier is bridgewater associates they're not even gonna wait for a dip they straight up went in they feel like chegg is such a good stock there's no point in waiting for a massive drop that most likely not come and since already so many students for example new york city are already working remotely and learning online well we could be seeing chag having another major boost keep in mind my university we pretty much are learning online everything is moved from the physical locations to the web everyone is using zoom and guess what everyone is in check and since professors are so busy and it's super hard to learn from zoom in these like skype softwares i get it a lot of people are using other third-party areas and also software and subscriptions to booster the grades and make sure that they have a better education so check honestly though it's a pretty big blessing especially how instead of spending like two hours doing homework it only takes you like 20 minutes and you learn so much more from using the website and also trying out the tutors like it's pretty good and people use this on a daily basis ask all the engineering students the math majors the science majors they probably use this on literally a daily basis ten dollars a month isn't even that much and for most people it's absolutely worth it especially how they could solve math problems by simply taking a picture they got like check study they got video explanations they got like concepts and videos like this is like khan academy this is like ebay textbooks and also learning all combined to one website they're innovating super fast and they're also really adapting to this current really weird pandemic environment thanks for watching guys and comment below
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