- 2U is the industry leader emerging to capture the multi-billion dollar education technology market that is only <4% digitized.
- This article analyses the full year of 2020 discussing 2U's competitive advantages in this industry and my financial analysis proving the rationale behind a conservative $100 price target.
- 2U's competitive dynamics are getting stronger with the pandemic while recognizing all the risks are baked into the current price.
- 2U is the most undervalued and mispriced tech stock (Ark Invest recognized this by making it one of her top holdings across all funds).
For further details see:
2U: A Leader In The Online Education Disruption On Its Path To $100