Aug. 27 at 9:12 AM
$GOTU ๐
$GOTU (2/2) - WHY THIS IS A 10X SETUP!! ๐
๐ฆ BALANCE SHEET = FORTRESS:
โข Cash + Investments: RMB3,993M (~
$588M) ๐ฐ
โข Market Cap: ~
$400M
โข CASH ALONE WORTH MORE THAN THE ENTIRE COMPANY!! ๐ค
โข Enterprise Value LITERALLY NEGATIVE!! โ๏ธ๐
MANAGEMENT WALKS THE TALK:
โข
$103.5M in buybacks COMPLETED!! ๐
โข CEO buying with both hands!! ๐
๐ฎ Q3 GUIDANCE - THE RAMP IS BEGINNING:
โข Revenue guided RMB1,838-1,858M (+16.4% to 17.7% YoY) ๐
โข Summer enrollment PEAKING!! โ๏ธ
๐ค AI FLYWHEEL: Data โ AI โ Better Product โ More Users โ More Data!! ๐
๐ฃ
$1.65 stock,
$588M cash, 20% growth, 46% cash flow growth!! When profit flips positive, the re-rating will be VIOLENT.
$6...
$10...
$15... DIAMOND HANDS!! ๐๐๐๐
$GOTU $EDU #ChinaStocks #AITrade #Tenbagger