Gaotu Techedu: Recent Sell-Off Creates Another Buying Opportunity

Core Insights - The initial investment thesis on Gaotu Techedu (NYSE: GOTU) was published in September 2023, marking over a year of volatility for its investors [1] - The author has extensive experience in investment banking, focusing on U.S. and Asia markets, with a strong educational background in accounting and finance [1] - The investment approach is influenced by notable investors such as Warren Buffett, Peter Lynch, and Charlie Munger, emphasizing a flexible strategy that includes various investment styles [1] Company Overview - Gaotu Techedu operates in the education sector, specifically focusing on online learning platforms [1] - The company has experienced significant fluctuations in its stock performance, reflecting broader market trends and investor sentiment [1] Investment Strategy - The investment strategy includes a diverse range of styles such as growth, GARP (Growth at a Reasonable Price), deep value, turnaround, cyclical, and special situations [1] - The research methodology involves gathering information from various sources, including public filings, industry periodicals, and management meetings, to ensure comprehensive analysis [1]