Monksdream
1 year ago
From that awful Cathie Wood
2U (TWOU)
icon-fall
28%
Shares of 2U traded down ~28% on Wednesday, then recovered ~24% on Friday, after the company reported second-quarter results that missed revenue and earnings guidance,7 given a shift in revenue recognition towards the second half of the year. In 2024, the company plans to double the number of new degrees8 it will launch and improve the efficiency of its marketing spend. In our view, 2U's cloud infrastructure offers the best online education platform in the US and perhaps the world.
Cat
4 years ago
https://www.cnbc.com/video/2020/07/13/paradigm-shifting-moment-for-higher-ed-2u-ceo.html
Look at that interview. CNBC is a better spokesman for 2U than its own CEO just by virtue of that great title, "Paradigm shifting moment for higher ed".
Paucek should have run with that, said "Coronavirus is forcing an unprecedented paradigm shift in higher education -- and education in general. This period is producing a revolutionary shift to online learning, and 2U's experience, knowledge, resources, relationships, and strategy has perfectly positioned us to be front and center of that revolution."
That is the kind of talk that would, in this environment, send this stock to 100$. Anything that tells investors that 2U is going to be a go-to solution for online learning, at a time when thousands of institutions across the world are switching to online learning on a massive scale, sends this to 100$. 2U's current revenue model, based on 75 partners, is not the explosive growth model we need to be adapting to in this current environment.
So of course, 'Shit Chip' went with this instead:
"This isn't new. I feel like we're all sitting here talking about it like we just discovered the internet. Like, I started the company 12 years ago..."
Idiot. Idiot. Idiot. It's your time to show how you're the one who's ahead of the curve, and instead you sound like a dinosaur. You insult people's intelligence about the internet and throw in a jibe at Trump instead of SELLING THE COMPANY TO INVESTORS. Why would anyone buy your product that ISN'T NEW, and you apparently aren't adapting to the corona world? IDIOT. Can we fire this guy, please. We need someone who can lay out a grand vision for 2U to seize today's opportunity and get us to 1,000 clients. Not this small-minded bullshit.
Cat
4 years ago
Because Chip Paucek is an utter buffoon and imbecile. Just listen to this guy's interviews on CNBC and elsewhere.
He doesn't see coronavirus as an opportunity (and responsibility) to deliver more streamlined, scalable 2U solutions nationwide, to school districts, universities, and colleges currently scrambling for the fall. He is just continuing the exact same model as before, except with more demand.
This isn't Zoom which is seeing -- and SERVICING -- orders of magnitude more demand and recognition. They're not adapting to the post-corona world. Paucek himself when asked about this is constantly harping about how 'this isn't new' . Well, what the market (correctly) hears is that they're not going to be attempting to roll out anything like a standard software product that can be used by millions to make their lives easier, even if it's not as good as what's being done with say, Amherst. Instead, 2U will just add partnerships like Amherst at a slightly quicker pace. There are zero signs of an actual paradigm change or strategy to seize upon today's urgent, explosive demand for solutions in online education.
That is 'Shit Chip' Paucek's dumb, zero vision strategy. Because he's a dumb buffoon who lacks vision. If Katzman were still here, 2U would see a 10B$ valuation during this corona situation.
The fact that the 'leader in virtual education' is worth less than 2.5B$ during a time where the ENTIRE WORLD IS SWITCHING TO ONLINE EDUCATION should really tell you all you need to know about the complete buffoonery of management here. Zoom is more proactive in this regard than 2U. A disgrace.
whytestocks
5 years ago
News: $TWOU ONGOING INVESTIGATION NOTICE: The Schall Law Firm Announces it is Investigating Claims Against 2U, Inc. and Encourages Investors with Losses to Contact the Firm
LOS ANGELES, CA / ACCESSWIRE / August 10, 2019 / The Schall Law Firm , a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of 2U, Inc. (“2U”or “the Company”) (NASDAQ: TWOU ) for violations of §§...
Read the whole news ONGOING INVESTIGATION NOTICE: The Schall Law Firm Announces it is Investigating Claims Against 2U, Inc. and Encourages Investors with Losses to Contact the Firm
whytestocks
5 years ago
News: $TWOU Bragar Eagel & Squire, P.C. is Investigating 2U, Inc. (NASDAQ: TWOU) on Behalf of Stockholders and Encourages 2U Investors to Contact the Firm
NEW YORK, Aug. 02, 2019 (GLOBE NEWSWIRE) -- Bragar Eagel & Squire, P.C. is investigating potential claims against 2U, Inc. (NASDAQ: TWOU) on behalf of 2U investors. Our investigation concerns whether 2U has violated the federal securities laws and/or engaged in other unlawful business p...
Got this from Bragar Eagel & Squire, P.C. is Investigating 2U, Inc. (NASDAQ: TWOU) on Behalf of Stockholders and Encourages 2U Investors to Contact the Firm