Deep Dives
+2
Jul 1, 2026
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6 min read
Eight Ivies reinstated. Ninety percent of colleges did not. Set your admissions policy on your own data, not the headlines.
Procurement Dynamics
Jun 30, 2026
The deal removes an independent bidder from K-12 procurement and recapitalizes WorkKeys. Where the opening is, and how long it lasts.
One supplier now spans your state assessment, accountability, and teacher-licensing contracts. Run the concentration audit before your next procurement.
Jun 16, 2026
3 min read
The New York Times Opinion section has a recurring prescription for higher education's soul crisis. It involves 26 students and a boondoggle to a cattle ranch in the California desert
Enrollment, Marketing & Student Access
+1
Jun 10, 2026
5 min read
A residential college gives you the conditions. The rest is on you.
Technology & Infrastructure
May 19, 2026
7 min read
Five targeted intelligence briefs, simultaneously published across all sides of the post-breach LMS market. Here is everything we said.
Higher Education Executive Intelligence
K-12 Leadership Intelligence
+3
Intelligence Brief - K-12 Executive Intelligence
Enrollment & Revenue
May 12, 2026
On the AP x Swatch Collab, Coursera, and the Business of Borrowed Prestige
Lifelong, Workforce & Alternative Credentials
Adoption & Usage
Apr 23, 2026
1 min read
Classroom technology is on trial. The charges are circumstantial.
Policy & Politics
Apr 10, 2026
4 min read
Earlier this year we published contrarian theses on two publicly traded companies in the education and learning space. One is up 40%. One is down 50%. We called it correctly. Here is how we did it.
Workforce Training Executive Intelligence
Inside our contrarian thesis on Skillsoft and how we called it correctly.
Inside our contrarian thesis on Stride and how we called it correctly.
K-12 Executive Intelligence
Feb 18, 2026
8 min read
Regulatory complexity and channel control reshape how competitive risk should be evaluated.
Feb 3, 2026
How “character talk” replaces accountability when incentives go untouched
Dec 12, 2025
10 min read
Enterprise retention, partner economics, AI scale, and the cracks forming underneath
Learning & Development Executive Intelligence
Nov 25, 2025
Higher Ed’s Gatekeeping System Is Being Tested, and What Comes Next
Nov 18, 2025
Success in credentials and assessments doesn't hinge on quality — and that blind spot is where most providers fail
Nov 13, 2025
Why Traditional Universities Are Rushing to Monetize Skills
Nov 12, 2025
