Transaction log
Jul 26, 2021 - Bought 200 @ $2.34 (0.35% wtg, speculative)
Apr 8, 2022 - Stock split, 1-for-10 (20 shares, 0.14% wtg)
Sep 5, 2023 - Upgraded to opportunistic
Oct 5, 2023 - Bought 10 @ $58.97 (30 shares, 1.20% wtg)
Jul 30, 2025 - Bought 30 @ $41.80 (60 shares, 1.16% wtg)
New Oriental Education & Technology
Location: Beijing, China
Estimated fair value history
Feb-25 - $100 (5.0% MFCF yield)
May-25 - $86 (5.5% MFCF yield)
Profile
Industry: Education & training services
Sector: Consumer defensive
Theme: Emerging markets consumer
5-Year shareholder growth: +21.3%/year
Estimated fair value: $86
Valuation assumption: 5.5% MFCF yield