Gaotu Techedu: Recent Sell-Off Creates Another Buying Opportunity

seekingalpha11-11

I maintain my "buy" rating for GOTU due to its significant undervaluation and potential for dramatic positive fundamental change.Gaotu's rapid offline expansion, especially in Guangzhou, positions it ...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

刘文杰兄弟
11-11
刘文杰兄弟
真是吹牛不上税啊

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2482937802?lang=zh_CN&edition=full","thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1447684664/image_1447684664.jpg","is_english":true,"pubTime":"2024-11-11 01:57","share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","id":"2482937802","market":"fut","top_or_hot":-1,"title":"Gaotu Techedu: Recent Sell-Off Creates Another Buying Opportunity","media":"seekingalpha","content":"<div>\n<p>I maintain my \"buy\" rating for GOTU due to its significant undervaluation and potential for dramatic positive fundamental change.Gaotu's rapid offline expansion, especially in Guangzhou, positions it ...</p>\n\n<a href=\"https://seekingalpha.com/article/4735906-gaotu-techedu-stock-sell-off-creates-another-buying-opportunity\">网页链接</a>\n\n</div>\n","source":"seekingalpha","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Gaotu Techedu: Recent Sell-Off Creates Another Buying Opportunity</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGaotu Techedu: Recent Sell-Off Creates Another Buying Opportunity\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-11 01:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4735906-gaotu-techedu-stock-sell-off-creates-another-buying-opportunity><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>I maintain my \"buy\" rating for GOTU due to its significant undervaluation and potential for dramatic positive fundamental change.Gaotu's rapid offline expansion, especially in Guangzhou, positions it ...</p>\n\n<a href=\"https://seekingalpha.com/article/4735906-gaotu-techedu-stock-sell-off-creates-another-buying-opportunity\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4510","symbol_name":"在线教育","start_time":0,"source_url":"https://seekingalpha.com/article/4735906-gaotu-techedu-stock-sell-off-creates-another-buying-opportunity","article_id":"2482937802","we_media_id":null,"thumbnails":["https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1447684664/image_1447684664.jpg"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2482937802","pubTimestamp":1731261447,"sourceInfo":{"source_id":"seekingalpha","name":"Seeking Alpha"},"weMediaInfo":null,"summary":"I maintain my \"buy\" rating for GOTU due to its significant undervaluation and potential for dramatic positive fundamental change.Gaotu's rapid offline expansion, especially in Guangzhou, positions it to capture market share from competitors like TAL and EDU.Exiting the loss-making Gaotu Jiapin business will enhance profitability starting Q4 2024, improving the company's financial outlook.Despite management risks and regulatory concerns, GOTU's valuation suggests an almost 80% upside within a year.   Tom Werner  I published my initial investment thesis on Gaotu Techedu  in September of 2023. It has been more than a year since the publication of the thesis. GOTU’s investors have gone through a roller-coaster ride since then. The","collect":0,"end_time":0,"defaultTopTitle":"seekingalpha.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4510":"在线教育","GOTU":"高途","BK4506":"内地教育股","BK4503":"景林资产持仓","BK4552":"Archegos爆仓风波概念","BK4204":"教育服务","BK4531":"中概回港概念"},"translate_title":"高途科技：近期抛售创造了另一个买入机会","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"GOTU":0.9},"content_text":"I maintain my \"buy\" rating for GOTU due to its significant undervaluation and potential for dramatic positive fundamental change.Gaotu's rapid offline expansion, especially in Guangzhou, positions it to capture market share from competitors like TAL and EDU.Exiting the loss-making Gaotu Jiapin business will enhance profitability starting Q4 2024, improving the company's financial outlook.Despite management risks and regulatory concerns, GOTU's valuation suggests an almost 80% upside within a year.   Tom Werner  I published my initial investment thesis on Gaotu Techedu (NYSE:GOTU) in September of 2023. It has been more than a year since the publication of the thesis. GOTU’s investors have gone through a roller-coaster ride since then. The","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"analysis","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[{"id":369862346973608,"gmtCreate":1731339114779,"gmtModify":1731339116917,"author":{"id":"3547890656036672","authorId":"3547890656036672","name":"刘文杰兄弟","avatar":"https://static.tigerbbs.com/33a5f809ac15686548293a70e297a54d","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3547890656036672","authorIdStr":"3547890656036672"},"htmlText":"真是吹牛不上税啊","listText":"真是吹牛不上税啊","text":"真是吹牛不上税啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/369862346973608","repostId":2482937802,"repostType":2,"repost":{"id":"2482937802","kind":"highlight","pubTimestamp":1731261447,"share":"https://www.laohu8.com/m/news/2482937802?lang=&edition=full","pubTime":"2024-11-11 01:57","market":"fut","language":"en","title":"Gaotu Techedu: Recent Sell-Off Creates Another Buying Opportunity","url":"https://stock-news.laohu8.com/highlight/detail?id=2482937802","media":"seekingalpha","summary":"I maintain my \"buy\" rating for GOTU due to its significant undervaluation and potential for dramatic positive fundamental change.Gaotu's rapid offline expansion, especially in Guangzhou, positions it to capture market share from competitors like TAL and EDU.Exiting the loss-making Gaotu Jiapin business will enhance profitability starting Q4 2024, improving the company's financial outlook.Despite management risks and regulatory concerns, GOTU's valuation suggests an almost 80% upside within a year.   Tom Werner  I published my initial investment thesis on Gaotu Techedu  in September of 2023. It has been more than a year since the publication of the thesis. GOTU’s investors have gone through a roller-coaster ride since then. The","content":"<html><body><ul><li>I maintain my \"buy\" rating for GOTU due to its significant undervaluation and potential for dramatic positive fundamental change.</li><li>Gaotu's rapid offline expansion, especially in Guangzhou, positions it to capture market share from competitors like TAL and EDU.</li><li>Exiting the loss-making Gaotu Jiapin business will enhance profitability starting Q4 2024, improving the company's financial outlook.</li><li>Despite management risks and regulatory concerns, GOTU's valuation suggests an almost 80% upside within a year.</li></ul><p><figure><picture> <img fetchpriority=\"high\" height=\"1025px\" sizes=\"(max-width: 768px) calc(100vw - 36px), (max-width: 1024px) calc(100vw - 132px), (max-width: 1200px) calc(66.6vw - 72px), 600px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1447684664/image_1447684664.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1447684664/image_1447684664.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1447684664/image_1447684664.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1447684664/image_1447684664.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1447684664/image_1447684664.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1447684664/image_1447684664.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1447684664/image_1447684664.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1447684664/image_1447684664.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1447684664/image_1447684664.jpg?io=getty-c-w240 240w\" width=\"1536px\"/> </picture><figcaption> <p>Tom Werner</p></figcaption></figure></p> <div></div> <p>I published my initial investment thesis on Gaotu Techedu (<span>NYSE:GOTU</span>) in September of 2023. It has been more than a year since the publication of the thesis. GOTU’s investors have gone through a roller-coaster ride since then. The</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Gaotu Techedu: Recent Sell-Off Creates Another Buying Opportunity</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGaotu Techedu: Recent Sell-Off Creates Another Buying Opportunity\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-11 01:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4735906-gaotu-techedu-stock-sell-off-creates-another-buying-opportunity><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>I maintain my \"buy\" rating for GOTU due to its significant undervaluation and potential for dramatic positive fundamental change.Gaotu's rapid offline expansion, especially in Guangzhou, positions it ...</p>\n\n<a href=\"https://seekingalpha.com/article/4735906-gaotu-techedu-stock-sell-off-creates-another-buying-opportunity\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1447684664/image_1447684664.jpg","relate_stocks":{"BK4510":"在线教育","GOTU":"高途","BK4506":"内地教育股","BK4503":"景林资产持仓","BK4552":"Archegos爆仓风波概念","BK4204":"教育服务","BK4531":"中概回港概念"},"source_url":"https://seekingalpha.com/article/4735906-gaotu-techedu-stock-sell-off-creates-another-buying-opportunity","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2482937802","content_text":"I maintain my \"buy\" rating for GOTU due to its significant undervaluation and potential for dramatic positive fundamental change.Gaotu's rapid offline expansion, especially in Guangzhou, positions it to capture market share from competitors like TAL and EDU.Exiting the loss-making Gaotu Jiapin business will enhance profitability starting Q4 2024, improving the company's financial outlook.Despite management risks and regulatory concerns, GOTU's valuation suggests an almost 80% upside within a year.   Tom Werner  I published my initial investment thesis on Gaotu Techedu (NYSE:GOTU) in September of 2023. It has been more than a year since the publication of the thesis. GOTU’s investors have gone through a roller-coaster ride since then. The","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2482937802"}