Overall, Udemy is a speculative buy even for a value investor thanks to robust demand side economics and proven growth, but maybe wait for the lock-up periods to expire as of 180 days from IPO, because venture holders might exit.
Read moreHow do you analyze IPO shares?
Here are some points to consider when analyzing IPOs to buy:
Read moreWill Udemy be acquired?
To date, Udemy has made no acquisitions , but that is also a route that could also become an option, Shimkus said.
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