Letters by company

New Oriental Education & Technology Group Inc.

1 letter discussing EDU. Everything written about it on this site is on its ticker page.

Hayden Capital Quarterly Letter 2025 | Vol. 4 Hayden Capital sold New Oriental after its turnaround matured and backs Sea Limited, arguing Shopee’s logistics investment is offensive while TikTok Shop growth slows. It sees AI-driven selloffs creating opportunities in software, gaming and ecommerce platforms whose network effects, proprietary data and physical infrastructure remain defensible. 4th Quarter EDU $9.1BSE $75BAMZN $2.8T