Intelligence Brief - HE Executive Intelligence

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

May 19, 2026

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7 min read

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

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

Adil Husain

May 13, 2026

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16 min read

Canvas: The Contestability Window

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.

The Intelligence Council

Apr 22, 2026

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4 min read

Ellucian and the Economics of Leaving

The company’s true moat is not data or technology. We spell out what it actually is.

The Intelligence Council

Same Inputs. Different Conclusions. We Were Right.

Apr 10, 2026

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4 min read

Same Inputs. Different Conclusions. We Were Right.

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.

Adil Husain