Rosetta Stone (RST) A Crown Jewel Asset within EdTech
$60 Price Target
Home schooling is a reality for most of America, and the EdTech space is heating up as we are finally understanding the difference between delivering an at home education and a GOOD at home education. When it comes to the latter, one company stands out amongst its peers… and it just happens to be for sale.
Introducing Rosetta Stone (RST) – Not What You Think
For years, RST was known as the foreign language company with yellow boxes at mall kiosks. That is the legacy business that is not core to this analysis.
Under the leadership of CEO John Hass, RST underwent a multi-year transformation from selling one-time product revenue (i.e., yellow language CD boxes) to what is now a leading 100% subscription-based literacy and language software provider becoming a global leader in digital education.
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