I believe that Sanoma and other players in the educational materials sector will do well in the coming years. Artificial intelligence and children’s increasing use of technological devices are a huge opportunity for them: an opportunity to create new types of gamified and AI-based learning materials for children who like them (chatbots for language learning?), and an opportunity to also sell more traditional books as adults panic about the changing world and want to ensure that children still learn to read, too.
Still, Sanoma hasn’t really fit into my portfolio lately; I’ve tried a couple of times over the past year. There have always been slightly more expensive selling points, meaning that even though it fluctuates, it does so quite steadily. But maybe I’ll just watch from the sidelines for now.