TAL Education (TAL): Last Summer for Physical Tutoring School
We believe it is not a good opportunity to accumulate equities of tutoring schools, especially those operating classrooms. We believe all the...
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China Online Education - Diversified Revenue Stream Wins Here - Balance in All Things
China online education are trading about 60% lower on average since a year ago. This was largely due to expectations that there will be tightening...
349 Views
Zhangmen Education IPO: Risks Outweigh the Very Few Positives
Zhangmen is an online education company focused on providing personalised courses to K-12 students in China and the company has filed for an IPO in...
251 Views
GSX TechEdu: China Fines Online Tutoring Apps for Making Misleading Claims; Is GSX Next?
GSX Techedu is currently investigated by the US SEC for multiple misleading claims and fraudulent business practices, if proven, GSX will be...
269 Views
Coursera 1Q21: Rising Employment Will Decelerate Growth
Coursera’s first quarterly earnings was confirmatory of our short thesis. The company guided to decelerating revenue growth with little to no...
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