{"podcast":{"title":"Charged Alpha Stock Encyclopedia","slug":"charged-alpha-stock-encyclopedia-7819792","podcast_index_feed_id":7819792,"rss_url":"https://feed.podbean.com/chargedalpha/feed.xml","website_url":"https://chargedalpha.podbean.com","image_url":"https://pbcdn1.podbean.com/imglogo/image-logo/22241603/charged_alpha_logo_2048.png","author":"Colton Thomas","episode_count":1034,"summary":"Charged Alpha reviews earnings for each stock in the Russel 1000 every quarter. Each podcast gives thorough analysis, along with an in-depth profile in the beginning of the episode of the company, what they do, how they earn money and what to look for.","last_synced_at":"2026-07-18T10:20:29.083898+00:00","page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792"},"episode":{"title":"PXED Stock: University of Phoenix Trades at 7x Earnings — and Fears One Number","slug":"pxed-stock-university-of-phoenix-trades-at-7x-earnings-and-fears-one-number","published_at":"2026-07-15T15:43:53+00:00","page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792/pxed-stock-university-of-phoenix-trades-at-7x-earnings-and-fears-one-number","show_page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792","url":"https://chargedalpha.podbean.com/e/pxed-stock-university-of-phoenix-trades-at-7x-earnings-%e2%80%94-and-fears-one-number/","audio_url":"https://mcdn.podbean.com/mf/web/rmls3oorcz0q513l/audio_n.mp3","summary":"Phoenix Education Partners (PXED) Q3 FY2026 — Phoenix Education Partners (parent of the University of Phoenix) reported flat Q3 revenue of $271.8M, beat on adjusted EPS at $1.43, but cut its full-year revenue guide and saw margins compress — blaming AI-powered search for disrupting its student-recruitment funnel. The stock fell ~9.5% to ~$31. The single number that governs this stock: 88.6% of Phoenix's revenue comes from federal financial aid, and a law (the 90/10 Rule) caps that at 90%. It earns 28% margins sitting 1.4 points from a cliff its own filing says could make the business 'unsustainable.' That's why a debt-free cash machine with $269M of cash trades at ~7x forward earnings. Two twists: the reason it fell (AI-powered search breaking the enrollment funnel — one of the first companies where you can point to a P&L line moving because of how people use AI), and the tailwind nobody's pricing (the June 29 repeal of Gainful Employment, the rule built to punish for-profit colleges). Cheap, with an ignored tailwind and real tail risk — a SPECULATIVE BUY, fair value ~$40. THE CALL: SPECULATIVE BUY (3/5, CHEAP, WITH AN IGNORED TAILWIND) — base-case value ~$40 vs ~$31.29 today. What to watch: the enrollment funnel stabilizing as marketing adapts to AI search, the 90/10 percentage holding well below 90%, and whether Apollo floods the tiny float with a secondary Also on YouTube: @ChargedAlpha DISCLAIMER: For informational and educational purposes only. Not financial advice. Do your own research before any investment decision.","meta_description":"Phoenix Education Partners (PXED) Q3 FY2026 — Phoenix Education Partners (parent of the University of Phoenix) reported flat Q3 revenue of $271.8M, beat o…","key_points":[],"chapters":[],"topics":[],"duration_seconds":721,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/charged-alpha-stock-encyclopedia-7819792/episodes/pxed-stock-university-of-phoenix-trades-at-7x-earnings-and-fears-one-number/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792/pxed-stock-university-of-phoenix-trades-at-7x-earnings-and-fears-one-number.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}