Interview with education stock analyst Trace Urdan who, as I mentioned last week, has left Credit Suisse. Interesting stuff. For example, Urdan says, "There is no question that education is a public good and a public responsibility. We haven't seen any indication that governments have been very good at investing and innovating in education. That's something that private capital has been very good at, which the public sector can then adapt. I'm going to be provocative and say that anything that has been ground breaking and innovative in education, K12 and higher ed, has been capitalized and driven by private businesses. The kinks get worked out and then you see it migrating to the public sector and accruing to the benefit of everyone."
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