Investment Research report

2U, Inc.

NASDAQ:
TWOU
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2U, Inc.
A Short Course To Dispel The 2U Bull Case
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Research Overview

INDEX:
S&P 500
Sector:
Technology
Position:
Short
Date:
Jul 19, 2018

After conducting a forensic financial and accounting review, Spruce Point believes 2U (NASDAQ: TWOU), an education technology provider, has a significant number of programs that are underperforming as industry take-rates and tuition costs are declining. Based on our investigation, we estimate 30% to 50% downside risk, or $47.00 - $65.00 per share.

The report highlights several key concerns with the company, including:

  • We find that significant number of programs that are underperforming expectations within the Company
  • Evidence that industry take-rates and tuition costs are declining
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