May 19, 2026
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7 min read
Five targeted intelligence briefs, simultaneously published across all sides of the post-breach LMS market. Here is everything we said.
May 13, 2026
16 min read
Canvas has been breached twice by the same actor in eight months. The market is open. Here is how long it stays that way, the only move worth making, and where to point the spear.
Apr 22, 2026
4 min read
The company’s true moat is not data or technology. We spell out what it actually is.
Apr 10, 2026
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.
Jan 13, 2026
2 min read
What actually governs renewals inside institutions, and why product comparisons keep leading challengers astray
Dec 17, 2025
Retention Risk, Partner Erosion, AI Tradeoffs, and Regulatory Exposure
Dec 12, 2025
1 min read
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