Masters of Conviction

APEI at an Inflection Point: A Rare Triple Play Opportunity


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Episode 8 features a detailed conversation with Angela Selden, CEO of American Public Education Inc. (NASDAQ: APEI). We discuss the growth drivers across all three of APEI’s institutions, from the strong demand for nurses to the operating leverage that comes with scale. The conversation concludes with why APEI may represent a rare market opportunity where revenue growth, margin expansion, and valuation upside converge at the same time.

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Masters of ConvictionBy David LaSalle