Quarterly competitive intelligence on 25+ publicly traded companies

Contrarian analysis with our "better-than-it-looks" or "worse-than-it-looks" thesis, and a playbook (8-10 per year)

May 19, 2026

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7 min read

Instructure read it and didn't respond. Their higher ed customers did.

Five targeted intelligence briefs, simultaneously published across all sides of the post-breach LMS market. Here is everything we said.

May 13, 2026

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21 min read

Instructure Needs Your Renewal More Than You Think

The essential framework for negotiating your Canvas contract after a breach that has put KKR on defense, Congress on alert, and your institution in the strongest bargaining position in fifteen years

Apr 29, 2026

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10 min read

Ellucian, Workday, and the AI Modernization Dilemma

From Ellucian’s compounding price hikes to Workday’s disastrous integration backlogs, the real barrier to AI and ERP modernization isn’t vendor lock-in. It’s institutional debt.

Profiles examining university strategy, funding models, and long-term competitive positioning

Jun 26, 2026

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1 min read

Maryville University: Online Scale and Brand Reinvention Payoff

We examine how one institution escaped the demographic trap through market repositioning and digital infrastructure. The results are redefining small private university survival.

Jun 11, 2026

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1 min read

Belmont University: Faith-Aligned Growth Through Nashville Industry Embedding

We examine how one institution turned Nashville's industry density into an institutional growth engine. The results are reshaping what faith-rooted universities can build.

Jun 4, 2026

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1 min read

University of Alabama at Birmingham: The Research University That Healthcare Built

We examine how one institution made a health system the engine of research university ambition. The results are reshaping what public higher education can become, and at what cost.