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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