Actionable bottom-up long/short Insights on equities

Equity Bottom-Up

Thematic (Sector/Industry)

Australia

Myanmar

Singapore

China

Hong Kong

India

Japan

Malaysia

New Zealand

South Korea

Taiwan

Thailand

Vietnam

Philippines

Pakistan

Bangladesh

Macau

Mongolia

Cambodia

Sri Lanka

Indonesia

Brunei

3P Learning Limited provides educational services. The Company owns and operates a website for students, teachers, and mathematics coordinators with a focus on e-learning of mathematics. 3P Learning serves the kindergarten through twelfth grade curriculum worldwide.

Duolingo, Inc. designs and develops mobile learning platform. The Company teaches students a foreign language while simultaneously contributing to translate real-world content from the web. Duolingo serves students worldwide.

Chegg, Inc. provides online educational platform. The Company offers homework help, course selection, note taking, manuals, and textbook rentals services. Chegg serves customers throughout the United States.

IDP Education Limited provides student placement services to enroll into universities, schools, and colleges. The Company offers student services, such as university and course guidance, visa application and scholarships assistance, and pre-departure support services. IDP Education operates worldwide.

Academies Australasia Group Limited grants baccalaureate and graduate degrees. The College offers degrees in accounting, language, information technology, management, marketing, tourism, and sports and fitness. Academies Australasia Group serves students in Australia and Singapore.

Strategic Education, Inc. provides educational services. The College offers working adults undergraduate and graduate degree programs in business and public administration, accounting, and information technology. Strategic Education provides courses in the eastern United States.

Pearson plc provides education products and services to institutions, governments and individual learners in over 80 countries. The Company's major revenue markets are North America, 'Core' including the UK, Italy and Australia and 'Growth' including Brazil, China and South Africa. It also owns the Financial Times, 50% of the Economist and 47% of Penguin Random House.

Kahoot! ASA provides a game-based learning platform. The Company's platform can be used by schools, organizations and parents to create, play, and share learning games. The Company offers free and subscription-based services to users and customers around the world.

NextEd Group Limited provides educational solutions. The Company delivers industry relevant courses and programs, as well as offers work placement and internship. NextEd Group serves students worldwide.

PowerSecure International Inc. provides energy management and conservation solutions to utilities and their commercial, institutional, and industrial customers. The Company partners with utilities to design and install systems and services that manage load curtailment and peak demand conditions, and provide customers with emergency power during outages.

Consumer Discretionary

Schoolhouse Solutions

Schoolhouse is a strategy and research provider for the Education sector. We publish differentiated reports and bespoke research on the sector, focused on private and public companies in Asia-Pacific. Our team has decades of experience working with Education companies ranging from K-12 to Tertiary and Edtech.

Strategy and Research Provider

Education Sector Analyst, Schoolhouse Solutions

Anik Siwach

Bachelor of Science (Majoring in Data Science and Finance) from the University of Sydney.

Working as an equity research analyst in the Education sector.

Anik Siwach
Education Sector Analyst
• Schoolhouse Solutions

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