Deep Fundamental Research
Patrick Zhou10-20 deep dives on high quality public companies every year
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 4 | Subscribers | Read | deepfundamental.substack.com |
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Deep Dive: L'Occitane (HK.973)
Disclaimer: L’Occitane has been undergoing a privatization process, and the latest update is that the company has met the privatization criteria, receiving over 90% of the votes in favor from minority shareholders. As a result, the firm wil...
Impact of the Nvidia GB200 delay incident
NVIDIA (NVDA) has postponed the production of its GB200, which has raised some concerns in the market. After conducting some research, here’s my take on the situation and what investors should consider regarding this development.
Deep Dive: New Oriental Education (EDU)
Disclaimer: this research is for informational purposes only. This is NOT a recommendation to buy or sell securities discussed. Please do your ownwork before investing your money.
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