Education Sector Analyst, Schoolhouse Solutions

Anik Siwach

Education Sector Analyst

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

Equity Bottom-Up

<ul>
<li>Addition of Writing Legends to existing maths and literacy apps will create more opportunities to upsell and cross-sell. </li>
<li>
Brightpath, the recently acquired assessments technology provider, adds a new horizontal with the potential to reduce school customer churn</li>
<li>Competition is high from groups such as DreamBox, IXL, ABC Mouse, Khan Academy and <a href="https://www.smartkarma.com/entities/think-learn-pvt-ltd-byju-s" target="_blank" data-smartkarma-citation="entities:32203:1" rel="noopener">BYJU'S</a> . <a href="https://www.smartkarma.com/entities/3p-learning-ltd" target="_blank" data-smartkarma-citation="entities:5708:1" rel="noopener">3P Learning</a> remains a significant player with a strong customer base and improving product portfolio.</li>
</ul>


Addition of Writing Legends to existing maths and literacy apps will create more opportunities to upsell and cross-sell. 

Brightpath, the recently acquired assessments technology provider, adds a new horizontal with the potential to reduce school customer churn
Competition is high from groups such as DreamBox, IXL, ABC Mouse, Khan Academy and BYJU'S . 3P Learning remains a significant player with a strong customer base and improving product portfolio.


3P Learning (3PL): Rare Listed EdTech, Offering Exposure to the Growth in Digital Instruction

Analysis on GARP with strong economic moats, Moat Investing

Moat Investing

Analysis on GARP with strong economic moats

We are a group of experienced investors that like to dig deeper into stocks to find growth stories at a reasonable price with strong economic moats. We also aim to conduct high-quality analysis by doing deep dive on valuations, key business drivers, risk/reward, and different future scenarios.

GARP with strong economic moats

<ul><li>We continue to believe that Kahoot and its unique business model represent a great opportunity.</li><li>Kahoot is committed to developing a truly global learning platform reaping the benefits of the trends reshaping the education industry further to the pandemic.</li><li>Kahoot business is still in its early stage, and the company is committed to deploying capital to scale up its business.</li><li>Our valuation delivers USD 9.3 per share with a sensitivity range between USD7.4 and USD12.3 per share.</li></ul>

We continue to believe that Kahoot and its unique business model represent a great opportunity.Kahoot is committed to developing a truly global learning platform reaping the benefits of the trends reshaping the education industry further to the pandemic.Kahoot business is still in its early stage, and the company is committed to deploying capital to scale up its business.Our valuation delivers USD 9.3 per share with a sensitivity range between USD7.4 and USD12.3 per share.

<ul><li>29 million active accounts, representing a 43% growth YoY.</li><li>930K+ paid subscriptions for a 246% growth YoY (including acquisitions).</li><li>Hundreds of thousands of companies including 97% of the Fortune 500 companies have contracts with Kahoot!.</li><li>Viral growth business model allows for faster adoption and growth.</li></ul>

29 million active accounts, representing a 43% growth YoY.930K+ paid subscriptions for a 246% growth YoY (including acquisitions).Hundreds of thousands of companies including 97% of the Fortune 500 companies have contracts with Kahoot!.Viral growth business model allows for faster adoption and growth.

Kahoot!: Potential Opportunity Arising From The Technological Disruption Of The Educational System

Norway

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.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Kahoot! ASA (KAHOOT NO)

3P Learning (3PL): Rare Listed EdTech, Offering Exposure to the Growth in Digital Instruction

3PL provides a rare ticket for an Australian-listed EdTech stock, with a focused management team and steady growth plans

Anik Siwach

Kahoot: Looking At Q3 And Beyond

We continue to believe that Kahoot and its unique business model represent a great opportunity. Kahoot is committed to developing a truly global...

Moat Investing

Kahoot!: Potential Opportunity Arising From The Technological Disruption Of The Educational System

29 million active accounts, representing a 43% growth YoY.930K+ paid subscriptions for a 246% growth YoY (including acquisitions). Hundreds of...

Moat Investing

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)