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Same Inputs. Different Conclusions. We Were Right.
Earlier this year we published a contrarian thesis on Skillsoft. It's down 50%. Here is how we called it correctly.
Apr 10
•
Adil Husain
24
Skillsoft's “Zombie Bundle”
A teardown of Skillsoft’s business model and competitive posture, with clear implications for vendors competing in workforce training. Full intelligence…
Jan 21
•
The Intelligence Council
1
Why Pearson Keeps Winning After Competitors “Win” the Pilot
A 50-page intelligence brief built on 30+ expert interviews explains why Pearson keeps surviving disruption, even when competitors look better on paper…
Jan 13
•
The Intelligence Council
3
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