Monksdream
8 months 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
MiamiGent
10 years ago
TWOU Lock-ups expire tomorrow (9/24)*- shorts up 23% last 20 days.
*"..substantially all (shares) will be available for sale.." (latest 10Q)
Top ten institutions and top ten funds hold 13.331M and 3.114M shares, respectively. All twenty are under 10% so they can start unloading tomorrow without declaring their intent in advance.
TWOU CEO Paucet is wasting no time, filing to unload 80,000 shares from 9/25 on.
CTO Kenigsberg also filed to sell 80,400 shares from 9/25 on.
CMO Rinehart filed to sell 64,800 shares from 9/26 on.
In April, company insiders unloaded 1.054M shares, the first opportunity to sell some.
Clearly, insiders want their "reward" now.
The chart has lost major support (50 and 20MA- there is no 200 as a recent IPO) despite a flurry of puff pieces last week attempting to stem the sharp downturn, as expiry neared.
http://stockcharts.com/h-sc/ui?s=TWOU
Daily volume is declining, about 40% yesterday from 20 days ago and well below the 10 and 90 daily average volumes.
The whole broad industry may be suffering in the shadows of the Corinthian meltdown (COCO).
TWOU is a big money loser [2U's net loss this second reporting quarter was -$10.595M versus the first reporting quarter (March 31, 2014) of -8.895M and currently carries $92.02M negative shareholder equity].
"We have incurred significant net losses since inception, and we expect our operating expenses to increase significantly in the foreseeable future." (latest 10Q)
I expect the unloading of shares to continue. My first target is 13.63, next is $13 (the IPO price) and on down (many options were granted at 3.53).
MG
TWOU latest 10Q:
"As of April 30, 2014, we had outstanding 40,212,605 shares of common stock outstanding. Of these shares, substantially all will be available for sale in the public market beginning September 24, 2014 following the expiration of lock-up agreements between the underwriters and our officers, directors, holders of much of our outstanding common stock. The representatives of the underwriters may release these stockholders from their lock-up agreements with the underwriters at any time and without notice, which would allow for earlier sales of shares in the public market."
MiamiGent
10 years ago
Third un-substantive PR/puff piece/promo this week. Apparently trying very hard to fortify against expected avalanche of shares unlocking in five days 9/24 (From 10Q "As of April 30, 2014, we had outstanding 40,212,605 shares of common stock outstanding. Of these shares, substantially all will be available for sale in the public market beginning September 24, 2014..")
2U, Inc. and its University Partners Surpass 20,000-Placement Milestone in Providing Field-Based Learning Experiences for Students
PR Newswire β 8:30 AM ET 09/18/2014...
(vague, undefined- in business since 2008).
http://stockcharts.com/h-sc/ui?s=TWOU
I remain very short and view yesterday's and today's pops as good opps to short- and did: (http://investorshub.advfn.com/boards/read_msg.aspx?message_id=106394082)
Targets: First support 13.67, second 13 (IPO price) and lower still as many options granted at $3.53
MG
MiamiGent
10 years ago
TWOU Some A B C's why 2U Inc. is tanking and good bet to continue doing so..
Disclosure: I am short TWOU.
http://stockcharts.com/h-sc/ui?s=TWOU
2U Inc. (TWOU) is a recent IPO (March 28, 2014), in business since 2008 offering on-line education structure for colleges.
A) 2U Inc. is in a competitive industry. Keen competitors like Pearson (PSO) (1.2B Cash) and Wiley (JWA) (486M Cash) are already established on-line learning servers versus relative newcomer 2U Inc (TWOU) (7M Cash).
B) 2U's net loss this second reporting quarter was -$10.595M versus the first reporting quarter (March 31, 2014) of -8.895M and currently carries $92.02M negative shareholder equity!
"We have incurred significant net losses since inception, and we expect our operating expenses to increase significantly in the foreseeable future."
C) Lockup expiring September 24, 2014 and may have already started from the looks of current pop and drop:
"As of April 30, 2014, we had outstanding 40,212,605 shares of common stock outstanding. Of these shares, substantially all will be available for sale in the public market beginning September 24, 2014 following the expiration of lock-up agreements between the underwriters and our officers, directors, holders of much of our outstanding common stock. The representatives of the underwriters may release these stockholders from their lock-up agreements with the underwriters at any time and without notice, which would allow for earlier sales of shares in the public market."
First opportunity to sell as new company in April saw at least 3 insiders dump 1.054M shares . Expecting more of same by end of Sept.
My first target is 13.63, next is $13 (the IPO price) and on down (many options were granted at 3.53).
Not fully reporting:
"We are an βemerging growth companyβ as defined in the Jumpstart Our Business Startups Act of 2012, or JOBS Act, and we intend to take advantage of some of the exemptions from reporting requirements that are applicable to other public companies that are not emerging growth companies, including not being required to comply with the auditor attestation requirements of Section 404 of the Sarbanes-Oxley Act of 2002, or Sarbanes-Oxley Act, reduced disclosure obligations regarding executive compensation..."
All in my opinion,
MG
Further Disclosure: Do your own research before investing.
I am not a professional.
Stock trading is very dangerous. You could lose all your money- many have.
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