In this episode of Yet Another Value Podcast, host Andrew Walker is joined by Jingshu from Guinea Value to discuss New Oriental Education (ticker: EDU), a Chinese education services firm. They explore the company’s dramatic fall in 2021 following regulatory crackdowns, its surprising rebound, and its resilience in the face of industry headwinds. Jingshu shares rare firsthand insights from his own experience founding a similar business, giving unique context to New Oriental’s position in the market. Topics range from working capital dynamics and regulatory shifts to capital allocation and AI’s impact on education. Tune in for an in-depth look at one of China's most compelling turnaround stories.
This podcast is sponsored by…. well, partly AlphaSense, but partly me!
Long time listeners know that AlphaSense is one of my longest running sponsors and most valuable subscriptions. This podcast is sponsored by them because I’m thrilled to continue my relationship with them…. but it’s also sponsored by me because they recently had me do a webinar on expert calls and using AI with my good friend Artem Fokin, and I wanted to make sure you were aware of it because Artem is fantastic and I’m positive you will enjoy the webinar / learn something if you listen to it!
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