EDU: Adding New Oriental to Investing Ideas (Short Side)

12/16/20 03:48PM EST

Hedgeye CEO Keith McCullough is adding New Oriental (EDU) to the short side of Investing Ideas. Below is a brief note.

On The Call @Hedgeye, for the past 1.5 weeks we've been discussing ways to get “less-long” of China (top-down) and start adding back some bottom-up China Research Shorts.

One of China analyst Felix Wang's Best Ideas (Institutional Research product) is New Oriental Education (EDU) and it's at the top-end of its @Hedgeye Risk Range here into the close,

KM

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