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Education Sector Investing
True or false?:
Young men without college degrees have better employment options than young women.
Why the provocative question?
Because of the macro backdrop of the education system, and what it means for investing in the EdTech space today.
Here's a quick recap of the last 50 years in two bullets to get you up to speed:
- In 1970, men accounted for 60% of college enrollment. That number has decreased to 40% today.
- Since 1980, college tuition and fees are up 1,200%, while the Consumer Price Index (CPI) for all items has risen by only 236%.
As the value proposition of college gets worse (higher costs, worse experience), men opt out because they can.
For a rapidly increasing number of American families, the answer to the problems with our schools is to not attend them.
My thesis is that for both men and women, the most attractive education destination in the coming decades will be one that brings costs back down to earth while still being directly connected to employment outcomes.
What will this destination be?
I'm on the hunt, but here are some preliminary ideas:
Coursera $COUR
2U $TWOU (set to acquire EdX, which would have made the list by itself)
Udacity (be on the lookout for an IPO)
Stride $LRN
Anyone else on here interested in the EdTech space?
TechCrunch
Udacity raises $75M in debt, says its tech education business is profitable after enterprise pivot | TechCrunch
Online education tools continue to see a surge of interest boosted by major changes in work and learning practices in the midst of a global health
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