For-Profit EDU: Checks with Privately Held Institutions Suggest We’re On the Cusp of Yet Another Round of Meaningful Negative Estimate Revisions

WPO: The Song Remains the Same, Lowering Estimates to Reflect Weakening Prospects for Kaplan

For-Profit EDU: Checks with Privately Held Institutions Suggest Trends Are Not Getting Better; Be Wary of the 150% Limitation on Federal Student Loan Interest Rate Subsidies

For-Profit EDU: The CFPB Frames the Private Student Lending Industry

My Interview in Barron's

For-Profit EDU: Another Log on the Fire? The Pell Grant Party Might Be Over

For-Profit EDU: As Some Try to Celebrate “Less Worse” Metrics, Starts Deteriorate and a Fundamental Inflection Point Remains a Moving Target, What Industry Stakeholders Need to “Root” For

WPO: 10-K High (and Low) Lights; 2012 Could Be As Good As It Gets for Quite Some Time, Revised Estimates

For-Profit EDU: Will Winter Term/4Q11 Results Represent an Inflection Point for the Industry? Checks with Private Institutions Suggest Otherwise

For-Profit EDU: As the Focus Turns To “Brand and Price”, The 12 Issues That Will Matter Most in For-Profit Postsecondary Education in 2012

WPO: Steady As She Goes…. In Decline

For-Profit EDU: More of the Same, Checks with Private Institutions Suggest Primary Fundamental Issues Likely Remained Firmly Entrenched for the Fall Term – Embrace “2-Year Stacked” Comps

For-Profit EDU: More Details Emerge on the Extent of Online Fraud Rings, APOL Outlines Its Exposure

For-Profit EDU: Highlights from Our Conference Call with a Representative from an Influential Consumer Advocacy Group

REMINDER: For-Profit EDU - TODAY at 2:30PM EST, PAA Research Conf. Call with Deanne Loonin of the National Consumer Law Center

REMINDER THIS WED: For-Profit EDU, Wed. 10/5 at 2:30PM, PAA Research Conf. Call with Industry Expert on Student Loans and the Regulatory Landscape in Higher Education

For-Profit EDU: OIG Report on Online Fraud Rings Could Have Serious Implications for the Sector

INVITE: For-Profit EDU, Wed. 10/5 at 2:30PM, PAA Research Conf. Call with Industry Expert on Student Loans and the Regulatory Landscape in Higher Education

WPO: Time Is On Our Side – Thoughts from WPO’s 2011 Shareholder Day

For-Profit EDU: The Simple vs. the Complex, Checks with Private Institutions Indicate Further Deterioration in Fundamentals from 1Q11 to 2Q11

For-Profit EDU: 12 Reasons Why We Remain Bearish; Observations from Our Proprietary Paid Search Analysis

For-Profit EDU: Did the Dept. of Education Really Blink?

For-Profit EDU: Proposed Cuts to IL MAP Funding Could Establish an Alarming (and Increasingly Common) Precedent

For-Profit EDU: Checks with Private Institutions Indicate Enrollment Slowdown Continues to Gain Steam

For-Profit EDU: The Cal Grant Precedent

For-Profit EDU: What’s at Stake in the Pell Grant Debate – The Potential EPS Impact is Bigger than You Might Think

For-Profit EDU: Why the Amended Complaint Against DV Might Be Worth Reading

WPO: The Long Retrenchment At Kaplan Begins, Assessing WPO’s Earnings Power Going Forward

Winners and Losers from the FY08 3-Year CRD Data – The Usual Suspects

For-Profit Education: 4Q10 FAFSA Data Confirms Enrollment Slowdown Across ALL of Higher Education

For-Profit Postsecondary Education: Checks with Private Institutions Indicate STRA Was Not an Anomaly, the Slowdown Is Here

For-Profit Education: What is "It"? The Implications of STRA's Pre-Announcement and APOL's Upcoming Earnings Release

WPO: FL Judge Rules on Motion to Dismiss in 1 of 3 Qui Tams, Tail Risk Continues to Grow

WPO - Finally the Story Has Been Written

Higher Learning Commission (HLC) Adopted and Proposed Policy Changes Could Have Wide Reaching Implications on For-Profit Education Companies, Particularly WPO

Implications of Explosive Keyword Price Inflation on the For-Profit Education Sector

WPO: More Than One Qui Tam Will Go Forward, "Tail Risk" Continues to Grow

WPO: 3Q10 Revenue and EPS Upside Should Be Overshadowed By Rapid Deterioration in Key Operating Metrics

WPO: See You at the Crossroads, 17 Questions Heading into 3Q10 Earnings

3Q10 FAFSA Volumes Provide Further Confirmation That Enrollment Trends Are Rolling Over

The Credit Hour Issue Escalates

A View from Privately Held For-Profit Postsecondary Education Institutions - Here Comes the Enrollment Slowdown

The Catalysts in the For-Profit Education Sector Over the Next 6-8 Weeks - It's Not All About Gainful Employment

WPO: Barron's Strikes Again, A More Realistic SOTP Analysis, Tail Risk Growing Rapidly

We Thought the Repayment Rate Data Would Be Bad, It Was Worse - After "Black Monday" What Will Be the Lingering Questions in the For-Profit Education Sector

WPO: 2Q10 Earnings Release Is a "Wake Up Call" to Investors, Yields More Questions than Answers

WPO: As the Questions Pile Up, Will We Finally Get Some Answers?

"Repayment Rate" Provision of Gainful Employment Is Not Nearly as "Toothless" as You Might Think

A View From Privately Held For-Profit Postsecondary Institutions

Solving the Credit Crisis..... In Higher Education

WPO: 1Q10 Results Do Little To Change Our Short Thesis, Our Revised Estimates

A "Must Read" Report for Any Investor in the For-Profit Education Sector Heading Into 1Q10 Earnings Season

Surprising Observations From the ACICS Key Operating Statistics Report for 2009

WPO 10-K Highlights – Program Review at Kaplan University, Kaplan Resolves 25% CDR Issue at a Few Schools

WPO 4Q09: Margin Improvement at Newspaper and Broadcasting Divisions Overshadow Sequential Decline in Margins at Kaplan Higher Education

PAA Research For-Profit Education Survey Suggests Enrollment Growth for the Winter Term Remained Robust, Some Slowdown Expected in 2010, and Some Schools Have Already Introduced “Self Regulation”

The Dept. of Education Fires A Shot Across the Bow of the Higher Learning Commission (HLC)

Unofficial FY07 3-Year Cohort Default Rates Come In-line With Expectations, Now Comes the Hard Part for COCO and WPO

Preparing for the Release of Unofficial 3-Year Cohort Default Rate Data – Follow the Script, At the Very Least Self-Regulation Is on Its Way

Details of Department of Education Negotiated Rulemaking Proposals Leak Out – Incentive Comp and Program Affordability Changes Would Have Large Implications

WPO Alters Revenue Recognition Policy for Kaplan Higher Education, More Enrollment Reconcilliation

WPO’s 3Q09 Results, What is an Enrollment at Kaplan? COCO’s 10-Q Filing

Apollo Group’s 4Q09 Results Send Shockwaves: Could the SEC Inquiry Relate to Accounting for Student Withdrawals? APOL Backs Away From Lower Quality Students

At Least For Now For the Bulls In For-Profit Education “It Just Doesn’t Matter”, Next Up Earnings and “NegReg”

Dear Mr. Buffet: About the Washington Post Company….

A Question of Recourse – The GAO Report Might Not Have Been As Bad As Feared, but It Still Confirmed Our Short Thesis

The Winners and Losers from the FY07 Cohort Default Data

Preparing for the Release of the Final FY07 Cohort Default Data – Which Stocks Could Be Impacted

Summer 2011 Career College Survey

Spring2011ForProfitPostsecondaryEducationSurvey

Winter 2011 Private Postsecondary Education Survey

For-Profit Postsecondary Postsecondary Education Survey - Fall 2010

For-Profit Postsecondary Education Survey - Summer 2010

For-Profit Postsecondary Education Survey - Spring 2010

For-Profit Postsecondary Education Survey - Winter 2010

10/5/11 - National Consumer Law Center Conference Call