These types of presentations are virtually all biased BS to serve the company's interest. In this case, they hit the nail on the head. I question how the investment "community" have failed to connect these very obvious dots. Actually I think they mostly have, they're just betting they can get out right before the balloon bursts (my guess is Pearson has promised some insider info to the "big guys" - his former colleagues - so they feel safe forking over billions. Until recently).
