$EDU

New Oriental Education & Technology Group Inc

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$EDU

New Oriental Education & Technology Group Inc

Past 12mo:1mentions1voices

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All voices1 call since Feb 2026show all

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@haydencapitalFeb 26, 2026 · 1:26 PM

Happy to share our Q4 2025 letter. Especially at a time when the future of internet and software business models are being questioned. In it, we offer our take on: - The "AI Scare Trade". The market is pricing in fear, not facts. These businesses aren't broken (yet), but investors are selling indiscriminately. - What's still investable? Software faces real headwinds - disruption to terminal value assumptions and forced pricing model shifts. But ~80% of a software company's value is trust, reliability, and headache-free solutions. That doesn't disappear overnight. - Network effects are real moats. Gaming, ecommerce, consumer internet - they're all down substantially from highs. But as AI reduces barriers to entry, the barriers to scale go up. Distribution grows more valuable. - Thoughts on $SE, after a -45% drawdown. We don't think the TikTok boogeyman is as scary as the market fears. In fact, the opposite. - New Oriental $EDU exit. Originally bought near net cash, and business has stabilized since. Time to move on. Full letter linked here: https://t.co/0WPoxoHt7t

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Frequently asked

Who mentions $EDU most on Surfaced?

@haydencapital (Fred Liu) mentions $EDU most — 1 mention in the past 12 months.

When was $EDU first mentioned on Surfaced?

The earliest tracked mention of $EDU in the Surfaced archive was on Feb 26, 2026.

How many voices track $EDU?

1 FinTwit voice has mentioned $EDU 1 times in the past 12 months.

What kind of voices mention $EDU most?

$EDU is mentioned most by Long Research voices on Surfaced.