2U Inc (TWOU)

[herbied47]

Added here. Just to cheap. Looking for .55 to .60 near term.

[Lilman72003]

dumped hard on underperforming earnings

[Monksdream]

TWOU new 52 week low

[Disquisition]

ATROCIOUS DUMPING

[Monksdream]

TWOU 52 week low

[Monksdream]

TWOU new 52 week low

[Monksdream]

TWOU new 52 week low

[Monksdream]

TWOU new 52 week low

[Monksdream]

TWOU new 52 week low

[Monksdream]

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.

[weedtrader420]

TWOU $5 TARGET PRICE

[Monksdream]

TWOU has come up off the mat

[JohnCM]

WHAT UP???????????????

[Joecanada13]

Good question

[Cat]

Any why on earth would CEO here sell almost 6 million $ worth of shares right at the beginning of the 'paradigm shift'? Insider ownership here is abysmal. Any competent person sitting on this opportunity wouldn't think 2.5B$ valuation was a SELL. He would be too busy executing on getting this to 10B$, which is where the world leader in online education SHOULD be during a paradigm shift (think Zoom), if management were even remotely competent.

[Cat]

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]

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.

[DeafTrader2]

Why do everyone is ignoring this stock ticker that has to do with COVID-19 college class room virtually viewing professor's lectures ?

[whytestocks]

News: $TWOU Rule Breaker Investing Reviewapalooza: Scoring a Trio of 5-Stock Samplers

When Motley Fool co-founder and Rule Breaker Investing host David Gardner picks one of his trademark five-stock samplers, he's usually making his predictions for at least a three-year window. But because he's fastidious about keeping score -- and keeping track -- he doesn't wait that long to g...

Find out more TWOU - Rule Breaker Investing Reviewapalooza: Scoring a Trio of 5-Stock Samplers

[whytestocks]

$TWOU short squeeze all day 2U Inc Nasdaq Twou Short Squeeze

[Noonehasthisusername]

Nice run up...

Got in at $13.00...

Anyone have thoughts on when to sell?

Have been increasing my stop loss on a daily basis now.

[DeafTrader2]

Genius Bouncer ... mayerxx ... You are CHAMP



$$$$$$



Boat load of ca$h



TWOU

[mayerxx]

Still holding 6300 shares from 12.20

[whytestocks]

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

[DeafTrader2]

One of the best example of majority of iHubbers do not want to buy truth on NASDAQ tickers like this one , only red stop signs with cheap pps !!!

[DeafTrader2]

TWOU is a missed opportunity for everyone who is trying to bet on .

[DeafTrader2]

Bragar Eagel & Squire, P.C. is a very bad law firm that has only ONE - star reviews !!!!


What's more this is an attorney advertisement agency that dont offer lawyer or any lawsuit. Just a referral agency ... Do your DD>..

[BottomBounce]

$TWOU Rosen Law Firm Announces Investigation of Securities Claims Against 2U Inc. -- TWOU

[whytestocks]

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

[BottomBounce]

$TWOU Hedge Funds Have Never Been More Bullish On 2U Inc (TWOU) https://finance.yahoo.com/news/hedge-funds-never-more-bullish-224025130.html?soc_src=hl-viewer&soc_trk=tw …

[BottomBounce]

$TWOU there it is... $25+ coming

[BottomBounce]

$TWOU Nice bounce at end of day. Could see $20.00+ by friday

[DeafTrader2]

testing at 12.00 pps due to regulatory breaker now in effect toward EOD .

[BottomBounce]

$TWOU WAYYYYY OVERSOLD. POP COMING

[Actualfactual]

I believe it’s going to retest that ATL of $12 before EOD. It’s just cauht in a downward spiral today.

[BottomBounce]

Loading Zone on Dip $TWOU

[DeafTrader2]

Carpet Bombing To All Of Those Today's Betting At 19 to 12 pps ... terrible falling knife !

[DeafTrader2]

15.51 pps HIT ... Bottomed Out Yet ?



THOU SHALL NOT CATCH FALLING KNIFE

[TFMG]

30% DROP PROVIDES AN OPPORTUNITY TO LONG.

Education specialist 2U reported a earnings beat but guidance was far from pleasing to investors, leading to a mass exodus resulting in a 30% drop . Despite this, analysts have actually remained somewhat bullish , both Oppenheimer and BMO Capital maintained a Outperform rating with a average price target of $63. We think the selling was overdone and will wait for a entry next week

[MiamiGent]

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."

[goingforittoday]

That new 8k is a good read
No wonder they were in NYC today pitching the company!

[MiamiGent]

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 – 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]

Covered at 15.51 Tuesday (too early but good win) and re-shorted yesterday from 15.95 to 16.28 for a full short position, again.

http://stockcharts.com/h-sc/ui?s=TWOU

There have been a couple of puff pieces I've run across earlier this week. I'm thinking it may be the company trying to plug the dam or those with short intent seeking higher entry.

My short thesis continues and is supported by a well followed SA blogger:

http://seekingalpha.com/instablog/990939-miamigent/3245275-twou-some-a-b-cs-why-2u-inc-is-tanking-and-a-good-bet-to-continue-doing-so

http://seekingalpha.com/article/2488645-investors-could-learn-a-thing-or-two-from-2us-lockup-expiration


Un-substantive puff pieces/promos earlier this week:

http://www.wallstreetscope.com/tech-weekly-decliners-21vianet-group-nasdaqvnet-e2open-nasdaqeopn-gt-advanced-technologies-inc-nasdaqgtat-soufun-holdings-nysesfun-2u-nasdaqtwou/2518269/

http://www.trade-ideas.com/ticky/ticky.html?symbol=TWOU

MG

[MiamiGent]

TWOU Correction: Cash was $104M as of June 30, 2014 not $7M.
$7M Cash was ending amount for previous quarter.
Company increased the outstanding shares to about 40M from about 8M in the most recent quarter reported.

MG

[MiamiGent]

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 “emerging growth company” 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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