Jingshu Zhang

Jingshu Zhang, from Guinea Value and a founder in the education space, shares his deep insights into New Oriental Education, a major player in China's education market. He discusses the company's dramatic fall due to regulatory crackdowns and its surprising rebound. Jingshu reveals the impact of AI on education and challenges faced by traditional teaching methods. He also touches on financial strategies, including cash management and market misunderstandings, making the discussion both informative and engaging.