Taylor Mann
February 16, 2015
Founder of Pine Capital

2U (TWOU): The Growth Potential in Cloud-Based Education

Harvesters,

This is an excerpt from my research on 2U, a company that provides cloud-based SaaS solutions that enable nonprofit 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 .

EDIT: The PDF contains our additional research coverage regarding 2U, unlike the previously posted excerpt from last week.

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