Contrarian Corpus
Spruce Point Capital vs. 2U, Inc.

2U, Inc. · TWOU

1 deck published between 2018-07-19 and 2018-07-19 — 50 pages, 50 analysed slides total.

initial thesis

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2018-07-19 initial thesis

    2018 07 64e7a86c6bb00910fc55a98d_twou_research_thesis_7 19 2018

    50pp · full_deck

    2U's one-size-fits-all OPM model is being disrupted by lower-take-rate fee-for-service rivals; FOIA-documented program failures imply 30-50% downside to $47-$65/share.