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Chegg’s Third Act: Do Value Investors Have It Right?
An activist investor sees meaningful upside in Chegg. We examine whether Busuu, Chegg Skills, and the company’s remaining cash flow justify that…
3 hrs ago
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Ariel Sokol
3
1
Stride (LRN), Customer Efficacy Risk, and Investor Diligence in the AI Era
The announced closure of a large Texas customer has investors concerned. While always possible, it's highly unlikely another large school will close in…
Jun 17
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Ariel Sokol
6
Stride (LRN), Lone Star Online Academy's Closure, and the Return of Efficacy Risk
Will Lone Star’s recently announced closure force investors to care about virtual school efficacy again?
Jun 16
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Ariel Sokol
3
5
1
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AI Job Anxiety – The Next Catalyst for Edtech
Mar 15
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Ariel Sokol
5
AI Discovery Is Rewriting University Marketing — and Incremental Change Isn't Enough
Mar 22
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Ariel Sokol
1
1
AI May Accelerate the Collapse of Financially Weak Colleges
Mar 29
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Ariel Sokol
5
1
Stride (LRN), Lone Star Online Academy's Closure, and the Return of Efficacy Risk
Jun 16
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Ariel Sokol
3
5
1
How Big Could the U.S. K-12 Virtual School Market Really Get?
May 11
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Ariel Sokol
7
What Happens When Schools Leave Stride / K12?
May 3
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Ariel Sokol
5
1
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Skillsoft, the sale of Global Knowledge, and the SPAC-Era Quest for Scale
A SPAC-era platform story and the enduring cost of buying scale
Jun 10
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Ariel Sokol
1
1
How Big Could the U.S. K-12 Virtual School Market Really Get?
Accelerating demand and high penetration rates in certain states suggest that the market could triple from current levels.
May 11
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Ariel Sokol
7
What Happens When Schools Leave Stride / K12?
Case studies of what actually happens when schools in-source from an Education Management Organization like Stride or Pearson
May 3
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Ariel Sokol
5
1
AI’s Impact on Stride/K12(LRN)
LLM discovery strengthens the K12 brand, but AI may require greater investment in curriculum to combat the commoditization of content
Apr 19
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Ariel Sokol
5
How Three Companies Adapted to Google AI Overviews—And What It Means for Everyone Else
From publishers to lead generation to higher ed, the rules of visibility are being rewritten
Apr 12
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Ariel Sokol
5
EdTech Q1 Review: AI May Drive the Narrative, But Fundamentals Still Drive Relative Valuation
While AI is shaping investor expectations with sector re-ratings, relative valuation across edtech and education stocks remains firmly tied to financial…
Apr 5
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Ariel Sokol
6
AI May Accelerate the Collapse of Financially Weak Colleges
What happens when LLMs surface financial risk at the very start of the enrollment process? Hampshire College as a case study.
Mar 29
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Ariel Sokol
5
1
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