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Quarterly competitive intelligence on 25+ publicly traded companies
Sep 3, 2026
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2 min read
The research business is holding. The question is whether anything else will.
Aug 18, 2026
3 min read
Can First Day Complete scale fast enough to offset structural enrollment decline before regulation or competition closes the window?
Scholastic's IP Engine Is Delivering, Whether Education Solutions Recovers Before FY2027 Is Still Unproven
The platform is stabilizing. Fall 2026 decides whether trust returns
Can the GCU engine outgrow its own concentration risk?
Can the B2B pivot outrun Strayer's structural enrollment decline before the 2028 model comes due?
Contrarian analysis with our "better-than-it-looks" or "worse-than-it-looks" thesis, and a playbook (8-10 per year)
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.
May 13, 2026
15 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 14, 2026
1 min read
The complete 30+ page vulnerability map and strategic teardown is live.
