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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)
Jun 5, 2026
[Premium Intelligence] How enablement consolidation is reshaping workforce learning, sales readiness, and commercial capability governance
May 7, 2026
23 min read
[Premium Intelligence] The Real Threats in the Extended Enterprise Market
Apr 10, 2026
5 min read
Inside our contrarian thesis on Skillsoft and how we called it correctly.
