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Deep Fundamental Research

Patrick Zhou

10-20 deep dives on high quality public companies every year

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues5SubscribersRead deepfundamental.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Deep Dive: Stella International (HK.1836)

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.

2 months ago
9
3

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...

3 months ago
9
0

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.

3 months ago
3
0

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.

4 months ago
12
1

Authors

The writers behind this newsletter.

  • Patrick Zhou

    Deep Fundamental Research

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