Pearson Share Discussion Threads

[essentialinvestor] 02/5/2023 10:14

Liam, thanks, appreciated. As I don't have kids well out of the loop on this.

It won't just be education either and likely a question that now needs to be asked when looking at a potential investment ...could this business be under a potential threat from CGPT disruption (may be net positives for some companies).

[hazl] 02/5/2023 10:14

Sad to see this drop my brother has some of these.
As to Chat GPT at least INSG is doing some good with it.
For transparency I hold INSG.

[liam1om] 02/5/2023 10:08

ChatGPT is having a huge impact in education. Having three children all in Primary and Secondary schools, they and their friends are all now using is for education purposes. This is only just the start, this is only going in one direction.

[essentialinvestor] 02/5/2023 09:49

Warning from CHEGG, referencing ChatGPT.

I mentioned CGPT last week as wondered could some of Pearson's business potentially be under threat.

Need to be careful ATM, it's well over my pay grade attempting to read this.

[netcurtains] 02/5/2023 09:08

LOL. No idea.
But I guess, whatever it is, it will be something in the US.
(Unless its related to GCSE and A levels).

[bookbroker] 02/5/2023 09:06

What’s with the fall today, threat of ChatGPT to their IP.

[netcurtains] 29/4/2023 19:38

ChatGBT will have no short term effect on software development.
Medium term and long term, its too new a product to say what will
happen.

Code generation software in the past (1990s) led to more demand not less.
I've got no idea really. I need more time.

[essentialinvestor] 29/4/2023 17:32

net, off topic how do you see the future for KNOS in light of Chatgpt, could this have some potential impact on Pearson's business I wonder longer term.

[essentialinvestor] 29/4/2023 13:25

Net, REL is on a completely different rating,
Pearson on about 17-18 X forward?

[netcurtains] 29/4/2023 12:13

EI: The update does look good - and it's a good sign that no one has commented on it as it must mean PSON is under the radar of most investors.

There is TONS AND TONS of catch-up Pearson has got to do to get level with REL.L(I know REL does different stuff but the two always get lumped together).

Cheers Net

[essentialinvestor] 29/4/2023 11:53

Surprised at no comment here on the latest update, looks fairly solid.

[netcurtains] 21/4/2023 10:17

I guess its sort of playing clatch up with relx.... Sort linked in weird sectorish way.

[netcurtains] 31/3/2023 16:53

good move. It looks like its sort of heading up. I did too.

[essentialinvestor] 06/3/2023 17:29

US higher education division weighing on sentiment as per.

[netcurtains] 06/3/2023 17:15

I'm keen to keep buying but not sure of next entry point.
Any ideas when it will settle?

[netcurtains] 03/3/2023 08:20

I took the opportunity to top up.
Its not so much the price, I am a strong
believer in internet education.
It will only get bigger.

[netcurtains] 02/3/2023 22:30

Final results tomorrow?
Interesting.

[netcurtains] 27/2/2023 13:20

Thanks for info.

[packman8] 27/2/2023 11:29

Final results on Friday 3rd.

[essentialinvestor] 08/2/2023 14:26

New CEO appears to be having a positive impact.

[netcurtains] 29/1/2023 17:37

What I like about Pearson is that I am a strong believer in online education.