Sitemap - 2026 - The Mission Critical Investor
Chegg’s Third Act: Do Value Investors Have It Right?
Stride (LRN), Customer Efficacy Risk, and Investor Diligence in the AI Era
Stride (LRN), Lone Star Online Academy's Closure, and the Return of Efficacy Risk
Skillsoft, the sale of Global Knowledge, and the SPAC-Era Quest for Scale
How Big Could the U.S. K-12 Virtual School Market Really Get?
What Happens When Schools Leave Stride / K12?
AI’s Impact on Stride/K12(LRN)
How Three Companies Adapted to Google AI Overviews—And What It Means for Everyone Else
EdTech Q1 Review: AI May Drive the Narrative, But Fundamentals Still Drive Relative Valuation
AI May Accelerate the Collapse of Financially Weak Colleges
AI Discovery Is Rewriting University Marketing — and Incremental Change Isn't Enough
AI Job Anxiety – The Next Catalyst for Edtech
LLM Bias Against For-Profit Universities Could Reshape the Industry
AI Driving Vocational Higher Ed Enrollments
AI May Break Coursera And Udemy's Business Model. Why I Still Own the Stocks.
Launching My Substack: AI, Investing, and Industry Transformation