Let's see how well that "flywheel" works. "Coursera and 2U are attempting to define a new online education platform market that relies on network effects enabled by consumer-level flywheels (i.e., beyond the heavy digital marketing based primarily... —  read more 

By definition, 2u is a zombie company that survives off cheap interests rates. Once rates rise, 2u will likely implode. https://www.macrotrends.net/stocks/charts/TWOU/2u/net-income

"This new phase of the College Meltdown has strong roots in the 1980s and involves the growth of the educated underclass, the privatization of public higher education, the proliferation and consolidation of online program managers (OPMs) working for... —  read more 

and a good reason to keep the business under the radar... https://www.wsj.com/articles/financially-hobbled-for-life-the-elite-masters-degrees-that-dont-pay-off-11625752773

Ever have any reservations about the people you sign up? https://www.proquest.com/docview/2540743739?pq-origsite=gscholar&fromopenview=true

The future of US higher education. https://higheredinquirer.blogspot.com/2021/07/the-growth-of-robot-colleges.html

2U and edX, two major players in the online learning ecosystem, announced Tuesday that they would combine to create an entity that would reach 50 million learners and serve most of the best universities in the United States and the... —  read more 

A match made in... https://www.edsurge.com/news/2021-02-24-2u-guild-education-partner-to-expand-online-education-for-adult-workers https://higheredinquirer.blogspot.com/2021/04/guild-education.html

The competition heats up. https://www.cnbc.com/2021/03/05/coursera-files-for-ipo-amid-online-learning-boom-.html

https://collegemeltdown.blogspot.com/2019/04/are-brand-name-coding-bootcamps-new.html

"TWOU sees FY revenue between $760M to $775M vs. a consensus of $743.5M and net loss between $225M to $210M." https://seekingalpha.com/news/3626963-2u-down-3-despite-beat-upside-revenue-outlook

Is the College Dream Over? https://collegemeltdown.blogspot.com/2020/10/the-college-dream-is-over-gary-roth.html

http://collegemeltdown.blogspot.com/2020/10/observations-of-subprime-lead-generator.html

The Colgate/2U assembly line https://campustechnology.com/articles/2020/09/21/colgate-u-outsourcing-faculty-support-for-hybrid-learning.aspx http://collegemeltdown.blogspot.com/2019/12/the-higher-education-assembly-line.html

"On April 30, 2020, Richard Theis filed a stockholder derivative complaint purportedly on behalf of the Company and against Christopher J. Paucek, the Company’s CEO, Catherine A. Graham, the Company’s former CFO, and the Company’s board of directors... —  read more 

"For starters, 2U is NOT an EdTech company. It is a white label for-profit school." https://seekingalpha.com/article/4343088-2u-dont-expect-huge-tailwind-out-of-coronavirus

https://seekingalpha.com/news/3562047-2u-pulls-full-year-outlook

Sounds like investors are not buying the pitch. "Sorry. 2U’s model remains broken and no amount of perceived demand will fix that. Do your own homework people. There’s a reason this thing went from $100 per share to below its IPO... —  read more 

https://collegemeltdown.blogspot.com/2020/03/coronavirus-and-college-meltdown.html

What do you think - what happens next here?

"There are many parts to the current Coronavirus crisis and its effects on US higher education. But they all boil down to the Trump mantra (defund, deregulate, and privatize) and the opportunity for the elites to capitalize from the crisis, as they... —  read more 

20+ Employees in Admissions laid off.

https://seekingalpha.com/news/3544824-education-tech-2u-sets-change-of-control-plan

2U is one of 5 being questioned. Democratic congressional inquiry targets OPMs https://www.educationdive.com/news/congressional-inquiry-targets-online-program-managers/571275/

"A Bloomberg headline says 2U (TWOU +7.8%) - under activist pressure - is mulling a sale." https://seekingalpha.com/news/3532740-2u-jumps-on-sale-chatter

Have you seen my College Meltdown video playlist? I think you'll find it very educational. Please take a look and share it with your people. https://www.youtube.com/playlist?list=PLcq7zwhpdzfk4Id4RDVVgURl44elXTGLT Please let me know what you... —  read more 

https://uspostnews.com/2020/01/09/is-something-really-weird-happening-in-2u-twou-phillips-66-psx/

https://seekingalpha.com/article/4313548-2u-doomed-to-fail

https://www.bizjournals.com/washington/news/2019/12/16/2us-activist-investor-has-forced-sales-at-other.html

https://seekingalpha.com/news/3524108-bull-sees-2u-acquisition-target

I heard a rumor that private equity may take over the company, fire senior management (i.e. Chip), and strip the organization. Some news outlets have heard this too, apparently:... —  read more 

http://www.insidehighered.com/blogs/technology-and-learning/getting-my-head-around-noodle-partners

What happens to the space that 2U students had in upscale neighborhoods? "In January 2018, students taking online university courses from 2U gained access to WeWork common spaces and meeting... —  read more 

https://seekingalpha.com/news/3506122-2u-finds-new-cfo

The gig is up https://tcf.org/content/about-tcf/tcf-analysis-70-university-opm-contracts-reveals-increasing-risks-students-public-education/

2U's learning system is broken and they can't staff enough people to handle all of the issues. Don't know where executive leadership is spending the boatload of money it makes from students, but it isn't hiring people. We can't continue on this... —  read more 

COCO, ESI, EDMC, CECO, APOL, ECA, NAUH, DCEH, LAUR...TWOU? Check out the layoff pages to piece together the story. Ask Jack about CECO. https://www.thelayoff.com/corinthian-colleges?page=130

https://fintel.io/sos/us/twou 2019‑09‑10 SC 13G/A Wellington Management Group LLP 8,109,165 3,589,946 55.73 2019‑08‑12 SC 13G/A FMR LLC / Fidelity 6,491,721 2,529,801 61.03 2019‑08‑14 13F‑HR FRANKLIN RESOURCES... —  read more 

Nice work, if you can get it. https://www1.salary.com/2U-INC-Executive-Salaries.html