2U (TWOU): Elite Cloud-Based Education Provider Shows Promise
Harvesters,
Since the release of our original thesis, 2U (Ticker: TWOU) is up almost 50 percent. This rapid increase is due to a newly formed partnership with the Yale School of Medicine, as well as additional contracts that came have recently came to fruition via a steady pipeline of partnerships (e.g., SMU - Data Sciences).
Below is an excerpt from our original coverage on 2U; this company provides cloud-based SaaS solutions that enable non-profit colleges and universities to deliver quality education to qualified students across the globe:
"Paradoxically, the student debt bubble cliché could ultimately be a net positive for 2U. Because of escalating tuition rates, unemployment and a massive student debut burden in the United States – which has now reached more than $1 trillion – there is tremendous momentum to disrupt education as we know it and provide an alternative, or at least a complement, to the traditional and largely one-size-fits-all bricks-and-mortar school system... Technological innovation has finally caught up to the potential at hand. As a result, education is undergoing a monumental shift, from a factory model to a digital, personalized model. In other words, 2U is not only solving a problem in a niche sector, but is actually leading a tectonic shift in the $7 trillion education industry."
For continued reading, we have attached the original research paper below. If interested in additional research coverage, please visit our website at www.pinecapitalpartners.com .
Since the release of our original thesis, 2U (Ticker: TWOU) is up almost 50 percent. This rapid increase is due to a newly formed partnership with the Yale School of Medicine, as well as additional contracts that came have recently came to fruition via a steady pipeline of partnerships (e.g., SMU - Data Sciences).
Below is an excerpt from our original coverage on 2U; this company provides cloud-based SaaS solutions that enable non-profit colleges and universities to deliver quality education to qualified students across the globe:
"Paradoxically, the student debt bubble cliché could ultimately be a net positive for 2U. Because of escalating tuition rates, unemployment and a massive student debut burden in the United States – which has now reached more than $1 trillion – there is tremendous momentum to disrupt education as we know it and provide an alternative, or at least a complement, to the traditional and largely one-size-fits-all bricks-and-mortar school system... Technological innovation has finally caught up to the potential at hand. As a result, education is undergoing a monumental shift, from a factory model to a digital, personalized model. In other words, 2U is not only solving a problem in a niche sector, but is actually leading a tectonic shift in the $7 trillion education industry."
For continued reading, we have attached the original research paper below. If interested in additional research coverage, please visit our website at www.pinecapitalpartners.com .
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