The closest I can think of is a short on QuinStreet (NASDAQ: QNST), which is a public lead-generation company highly reliant on marketing money from private universities. Online advertising firms in general would take a hit since education is a major category.
Most of the private universities that actually have to market themselves cater to less intelligent folks who will take much longer to catch on to the fact that degrees are overpriced.
See the analysis and presentation here:
http://www.homethinking.com/brontemedia/2010/05/27/online-ed...