Reddit Posts
TAL Education Finally Agreed to Settle With Investors over China Education Rule Violations
TAL EDUCATION $TAL – A Bet on China Policy Shift
Your can own the benefits of a bbl for only $4.50 with Petrotal
PetroTal (TAL) & Sharaman Petroleum Corp (SNM)
$PTALF or $TAL (Canada) PetroTal Announces Q2 2023 Financial and Operating Results
[DD] GOTU - A Chinese EDU reborn? Made 600%
Triton stock soars 28% premarket on news to be acquired by Brookfield Infrastructure in $4.7 billion cash and stock deal
$TAL education group, big gap to fill !!
2022-12-02 Wrinkle-brain Plays (Mathematically derived options plays)
GOTU possible short squeeze/ gamma squeeze
What are the Investment Opportunities Among Chinese Stocks in 2022?
GOLDEN GODS RETURNS. Gamma is Dead. Long Live the TUTE SQUEEZE (ESSC vs ARCE)
ARCE (and ESSC comment) - Emerging Market Education Play, Recipe for Crowding
$ARCE – Emerging Market Education Play, Recipe for Crowding
ARCE – Emerging Market Education Play, Recipe for Crowding
What do you think about #TAL education group?!
TAL looks like it could be a good buy in back at this price
A sleeper pick for the next coming weeks $EDU
Edutech companies in China is facing a devastating blow
Edutech companies in China is facing a devastating blow
Short every dime you have on CHINESE EDUTECH companies
Questions about long term investing in China and Chinese stocks
$Tal and why I believe its going to beat the Pressure China is forcing on it.
$TAL and why I believe it could be a home run.
China Says Government to Set Prices for After-School Classes $EDU $TAL $GOTU
$TAL Added to the white list of China 🚀
Anyone else "buy the dip" TAL at $20 right before the -75%??? Just me?
Why are there no mentions of PowerSchool anywhere in this sub?
China's regulations, the new 5 year plan, and what they are realy trying to accomplish $BABA
$TAL, $EDU, and $GOTU's market value have evaporated more than RMB900 billion this year
Puts on TAL and Other China Online Education?
Among the top detractors from Fund performance in the second quarter was Tal Education. Tal Education’s share price weakened over the quarter following announced changes in Chinese anti-trust regulation of the private tuition industry. But tal educatuon going to Moon in few months.
Chinese Education Stocks Selloff (What to do? Buy the Selloff or Close out Completely?) - 7/24/2021
$EDU $GOTU $TAL Largest Securities Manipulation Fraud in History?
TAL: 1kk a person will buy a course for $ 100 until July 30, the report on August 5 will see tal the moon, we will see the revenue of $ 100kk do not thank brothers
$TAL Recovered 11.84% on HK market so far today, that will carry over to U.S. Listing without a doubt. 🚀🚀🚀
$TAL gonna keep going up and up, Institutions own 83% of the stock, was heavily shorted on Monday with 15% totals short. Regulatory scare last friday was a purposeful market manipulation that U.S. Investors were suckered into, but never fear 🚀🚀🚀 at Premarket and beyond
Mass Chinese Education Liquidation Opens Potential Gamma Squeeze
$GOTU (GSX Techedu), China's online tutoring startup rebound play
$TAL Thirty Six Million Shorted Shares currently out
Beginning Climb to New ALL TIME HIGH for $TAL?? I Might be a retard, but do you see the same pattern I do on the 5 year chart??
Have you still held your Chinese education stocks? Then you made it! $EDU, $TAL soaring.
$TAL on Slow rise through to Earnings :o I'm no college educated financial analyst, but I did stay in a Holiday Inn Express last night with yesterdays earnings
Is the forced liquidation done in TAL and what will happen to all the new shorts?
Would Chinese education stocks become worthless if the companies go non-profit?
$TAL 🚀🚀 what I tell you ass hats this morning? First week trading. Yolo'd $TAL @6.00 bought dip to average @5.31 gonna @7 EOD?
TAL CHINESE TUTORS - YOLO 🍜🦇🐕🦺😿🐁 YU GON Learn
EZGO really took off today, did anyone fly with it to the moon? What can be expected now, I hope
EZGO really took off today, did anyone fly with it to the moon? What can be expected now, I hope
These are insights on $Baba by Lillian Li
BUY THE DIP. GOTU, TAL, EDU... Chinese education stocks, NON PROFIT? i dont think so
TAL NYSE; ANYONE BUYING THIS? TAL Education Group
TAL • NYSE - Education Group - ANYONE BUYING THIS?
Considering buying some Chinese stocks because they’ve dipped. Should I?
Considering buying some Chinese stocks because they’ve dipped. Should I?
Tempted to buy Chinese stocks because they’ve dipped so much. Should I?
Mentions
There's some social media rumors on the ban being lifted Some guy on wsb put 2m on TAL
Late to this thread but I bought into TAL in January and did quite well beginning December. It’s in the red for now, but given your points I do agree this is going up but may be a long game.
Counterpoint from someone who's been working in education in China for the past six years and saw the effects of the Double Reduction Policy: households are cutting spending on education, as evidenced by the falling enrolment numbers of international schools. English is no longer a required subject for the *gaokao*. Private tutoring is filling the gap in remaining demand. Even if TAL and EDU become a de-facto duopoly, with a lot less cash flowing into the tutoring market, they'll have to engage in a race to the bottom like all Chinese platforms (Meituan vs Alibaba/Alipay) because that's just the way local businesses operate. Their only saving grace is the deeply ingrained cultural value of education and the dire situation of young people in China (see: unemployment figures) who may be willing to work for next-to-nothing, giving online classes that cost barely-anything.
where did you hear those rumors? do u have sources u could share? and why TAL and not e.g. new oriental?
from Gemini: The "rumors" you are hearing align with specific recent shifts in Chinese policy enforcement and upcoming legislative schedules. While there is no official announcement of a "reversal," there is substantial evidence of a "quiet easing" and reports of upcoming clarifications that could benefit companies like TAL Education Group (TAL) and New Oriental (EDU). Here is the corroboration of what is being discussed in Chinese financial circles and the likely timeline. 1. Corroboration: The "Quiet Easing" & New Policy Framework Yes, the "clarifying regulation" your sources are discussing likely refers to two distinct developments: * The "Tacit Consent" Shift (Already Happening): Since late 2024, reports indicate that Beijing has shifted from "crackdown" to "stabilization" to support the economy and employment. Local authorities have been reportedly giving "tacit consent" for tutoring companies to expand, provided they stick to non-core subjects (like coding, science, and arts—which TAL has pivoted to) and operate on a "White List" of approved providers. * The 15th Five-Year Plan (The "Clarifying" Catalyst): The specific "new regulation" rumors likely stem from the 15th Five-Year Plan (2026–2030) education reforms. In October 2025, the Central Committee adopted recommendations to "expand the scope of free education" and clarify the role of private capital. * The Bull Case (Beneficial): The rumor is that the detailed implementation rules for this plan will officially codify the "White List" status, giving companies like TAL a permanent, legal "green light" to operate their non-academic and hardware businesses without fear of sudden shutdowns. This removes the "regulatory overhang" that has depressed the stock. 2. Timeline: When to Expect the News If a formal written "clarifying regulation" is coming, the timeline centers on Early 2026. * March 2026 (The "Two Sessions"): This is the most critical window. The National People's Congress (NPC) meets annually in March. The detailed legislative language for the 15th Five-Year Plan (which includes the education reforms discussed in October 2025) is typically unveiled here. * The "Window" (Now – Q1 2026): We are currently in the "policy signal" phase. The October 2025 plenary session set the tone; the ministries (Ministry of Education) typically release specific implementation guidelines in the months leading up to or following the March NPC meeting. 3. Current Status of TAL (The "Setup") Before buying options, be aware that the market has partially priced in this recovery, though the stock remains far below its peak. * Financial Recovery: TAL is already growing again. In its most recent earnings (Q2 Fiscal 2026, reported Oct 30, 2025), revenue jumped 39.1% year-over-year. This confirms the "quiet easing" is already translating into numbers. * The Pivot: TAL is no longer just a "tutoring" company; it has pivoted heavily to "Smart Learning Hardware" (AI tablets) and "Enrichment Learning" (science/coding), which fall outside the "Double Reduction" bans on core academic tutoring. Summary of the Trade Thesis * The Rumor: True. There is an expectation of policy clarification that solidifies the legal standing of "non-academic" tutoring. * The Timeline: Q1 2026 (specifically around the March 2026 National People's Congress). * The Risk: The government's new focus is "Free Education" (expanding public high school access). If they decide to ban all for-profit involvement in high school (currently a gray area), that would be a negative surprise. However, the current trend is "supportive" to boost the economy.
ok -- the volume on TAL options is a bit dry but otherwise looks like a great play to me -- thanks for sharing 🙏
On a side note there is one company TAL which extract oil from peru, what kind of impact on it?
TAL is also similar. I remember when the news dropped (around April 2020.) look at the chart. Institutions needed time to exit. They ran up the stock to attract idiots and provide them exit liquidity. Look at them now.
TAL still bagholding at -50% and waiting for a chance to DCA so I can exit with minimal losses
|Company|Ticket|Allocation| |:-|:-|:-| |Arch Capital Group|ACGL|24.25%| |Qfin Holdings|QFIN|16.50%| |Crocs |CROX|14.00%| |Medical Facilities|DR|12.75%| |Wise PLC|WISE|11.50%| |0-3 Month Treasury Bond|SGOV|9.00%| |JNBY Design|3306|6.00%| |Petrotal Corp|TAL|3.00%| |UnitedHealth Group|UNH|3.00%| (54.00% US Equities; 22.50% China; 11.50% UK; 9.00% Bonds; 3.00% Peru Oil) Lowered my China position, though it's still high. ACGL remains my top pick. I bought CROX and UNH, with UNH intended as a short-term trade.
Alibaba, [JD.com](http://JD.com), PDD, Baidu, Nio, [Trip.com](http://Trip.com), Yum China, TAL Education, H World Group, KE Holdings, Autohome. Interesting. Apparently Dalio knows nothing about the Chinese market, and Bridgewater’s Chinese employees haven’t done any work at all. There are only three major e-commerce players in China, so he invested in all three? A hedge fund? I’m both long and short. How exactly is that a hedge?
||Company|Allocation| |:-|:-|:-| |Arch Capital Group|ACGL|24.00%| |Qifu Technology|QFIN|17.00%| |Medical Facilities Corp (TSX)|DR|14.25%| |JNBY Design Ltd|3306|12.75%| |Petrotal Corp|TAL|11.25%| | 0-3 Month Treasury Bond|SGOV|8.50%| |Wise PLC|WISE|6.00%| |Jd Com|JD|3.00%| |Napco Security Technologies|NSSC|3.00%| Sold SGOV for more stocks. Feeling slightly more bullish. Also, this is the most I've held in China.
I lost 50% on BABA, lost 80% on TAL.
New to trading. Trying to learn. I like TAL -Petroltal Corp. (TSX) PetroTal group production averaged approximately 23,280 barrels of oil per day ("bopd") in Q1 2025, including a full quarter contribution from Block 131; * Bretana Q1 2025 production averaged approximately 22,660 bopd, a 17% increase on Q4 2024 and a 22% increase on Q1 2024; * Total cash of $114 million as of March 31, 2025, essentially flat to YE 2024; Can anybody give me their thoughts?
* Evergrande Group - This massive Chinese property developer inflated revenues by $78 billion between 2019 and 2020, as uncovered by regulators in 2024. The fraud led to a $580 million fine and a forced liquidation, devastating investors holding its bonds and shares. * Sino-Forest Corporation - A forestry company listed in Canada, it exaggerated timber assets by hundreds of millions, revealed in 2011 by short-seller Muddy Waters. Its stock crashed 74% in days, wiping out $3 billion in market value before bankruptcy. * China MediaExpress - This advertising firm, listed on Nasdaq, claimed massive revenues from bus ads but was exposed in 2011 for faking contracts. Its stock fell from $24 to under $1, losing investors over $500 million before delisting. * Puda Coal - Listed on the NYSE, Puda falsified ownership of coal assets in 2011, with insiders secretly transferring them away. Its stock dropped 90%, costing investors $300 million, leading to SEC charges and delisting. * Longwei Petroleum - This oil storage company, also U.S.-listed, overstated assets and revenues in 2013. After a short-seller report, its stock plummeted 70% in a day, erasing $200 million in value, followed by delisting. * TAL Education Group - A Beijing-based tutoring firm admitted in 2020 to an employee inflating "Light Class" sales by forging contracts, contributing to a stock drop of over 20% in after-hours trading, shaking investor trust. * iQIYI - China’s "Netflix" was accused in 2020 by Wolfpack Research of inflating revenues by $1.1 billion. While it denied the claims, its stock fell 20%, costing investors millions, with ongoing SEC scrutiny. * Anbang Insurance Group - Founder Wu Xiaohui falsified financials to raise $10 billion from investors, convicted in 2018. The company’s collapse under government takeover left investors and policyholders in limbo. * Cloopen Group - This tech firm, listed in the U.S., admitted in 2024 to accounting fraud, inflating numbers before its 2021 IPO. It settled with the SEC for $11 million after a 90% stock drop from its peak. * Ideanomics - A China-focused fintech firm listed on Nasdaq, it faced 2020 allegations from Hindenburg Research of inflating revenues via fake EV sales. Its stock lost over 50% of its value in days, shedding hundreds of millions.
Cars is **BRU-TAL** *yeeeouch*. It's not competition. It's a brass knuckle melee. And now BYD coming for everyone. Like it wasn't bad enough already.
They pulled the rug on TAL with new regulations that caused the online Chinese education company to decimate and never recover.
TAL been quietly printing for me.
I think TAL will hit between 15.00 and 20.00
Relax Péngyǒu I'm killing it with TAL
Sure thing! GME > GameStop (GME) is currently experiencing a resurgence in enthusiasm, with technical indicators showing bullish momentum. The stock's RSI values are high, indicating overbought conditions, but the MACD histogram suggests continued upward momentum. Recent price action shows a strong upward trend, with the current price at $30.20, above key moving averages (SMA and EMA), signaling potential for further gains. Broader market sentiment is bullish, driven by tech and AI sectors, which could support GME's upward trajectory. However, caution is advised due to historical volatility and speculative nature of short squeeze discussions. For today's trading session, consider a long position with an entry around $30.00, targeting $32.00 as the first price target and $34.00 as the second, with a stop loss at $28.50. Confidence in reaching the first target is moderate due to strong technical indicators, while the second target carries lower confidence given potential market volatility. TAL > TAL Education Group (TAL) is currently trading at $9.91, with a mixed sentiment and slight negative tilt due to socio-political concerns, which could impact investor confidence. The stock has been on a downward trend over the past month, with the 10-day SMA at $9.857 below the 20-day and 30-day SMAs, indicating bearish momentum. The RSI values are neutral, suggesting neither overbought nor oversold conditions, while the MACD shows a bearish crossover, reinforcing the downtrend. Despite the broader market's bullish trend, TAL seems disconnected from this optimism, likely due to its sector-specific challenges. Given the technical indicators and lack of strong positive news, a short position might be more prudent. Consider entering a short position around $9.90, with a first target of $9.60 and a second target of $9.30, setting a stop loss at $10.10. Confidence in these targets is moderate, given the current market volatility and external factors affecting sentiment.
Certainly: TAL Education Group (TAL) is currently trading at $11.58, showing a stable trend with limited volatility and low community engagement, indicating a neutral sentiment. The technical indicators suggest a slight bullish momentum, with the 8-day EMA at $11.17 above the current price, and the RSI values hovering around 60-68, indicating neither overbought nor oversold conditions. The MACD histogram is positive, albeit slightly, suggesting mild upward pressure. Given the broader market's mixed signals and cautious sentiment, TAL might experience limited movement unless a catalyst emerges. For today's session, consider a LONG position with an entry at $11.50, targeting $11.80 as the first price target and $12.00 as the second, with a stop loss at $11.30. Confidence in reaching the first target is moderate due to the lack of strong buying pressure, while the second target carries lower confidence without significant news or volume increase. Monitor for any emerging news or shifts in sentiment that could impact TAL's performance.
“All the good stuff you mentioned is priced in” not really. Consider how many were long china and doing well on their prediction for almost 2 decades before Covid and xi’s dictatorship increasing and now many are scared of ever touching Chinese stocks. So many bdd, nio, baba bagholders on this sub alone. So many people that got burned on complete scams and fraud too. Anyone remember luckin? How they frauded 10x their actual sales lmfao. Or TAL? How about IQ lmao. Point is, America has a lot of under appreciated fundamentals whose valuation increases in times of trouble, not decrease.
Certainly: TAL Education Group (TAL) is currently trading at $10.60, showing signs of consolidation after a recent downtrend from highs around $11.50. The 10-day SMA at $10.64 and the 20-day EMA at $10.59 suggest a neutral to slightly bearish sentiment, with the MACD histogram indicating weak momentum. RSI levels are hovering near 50, reflecting indecision among traders. Despite the broader market's cautious optimism, TAL lacks significant volume and news catalysts, which could limit upside potential. Given the technical setup, consider a short position with an entry around $10.60, targeting $10.30 as the first price target and $10.00 as the second, with a stop loss at $10.80. Confidence in reaching the first target is moderate due to the lack of strong directional indicators, while the second target carries lower confidence given potential support around $10. Confidence in the overall analysis is moderate, considering the absence of major news and low current volume.
The Chinese government can just impose harsh restrictions at any time and hurt company profitability. Crippling the educational sector (EDU and TAL) and causing a 95%+ nosedive in 2021 is one example. Valuations of Chinese companies adjust downward accordingly.
I bought TAL at 4.50..... China has been good to me
So, uh, which Chinese stocks. The usual suspects? NIO, BABBA, TAL, XPENG, etc?
Ok, hear me out. China gave out Stem checks and a bunch of Chinese stocks have been flying last 2 days. I bought puts on all of them. They will drop back at least 30% of what they gained soon as that stem money runs out. JD, BILI, PDD, TAL, FUTU. Also PLCE and CAPR are on the down side of a short squeeze from last week and the week before. Both of those will also be dropping back quite a bit. PLCE should be 7$ a share and will be maybe by the end of next week. CAPR should also settle around 7 or 6$ a share.
Tech wreck 2000 bro. It was BRU.TAL.
TAL I rode it from $3 to $10 but I think it's going to $20
I investment in small caps and have good results.... good earnings and revenue..... try TGH on Canadian Venture exchange. Manufacture of hydrovac trucks or TAL on Toronto Exchange. Oil in Peru, pays very well and cheap. Or GateKeeper GSI on Canadian Venture, they make and install cameras on school buses. Keep our kids safe and very profitable. Potential huge market. These are not pump and dump or quick trade but should be held for 3-5 yrs. IMO . GL
The biggest risk is the unpredictability of CCP’s policy. They could literally destroy a whole industry overnight with a single file. Take a look at TAL and see what happened in 2020. The whole education industry was destroyed because someone in charge thought these education companies harmed Chinese students and decided to shut them down. Billions of market cap were lost overnight. Just because someone in charge didn’t take fully consideration and think of the negative impact of their policy on employment and economy
Also, you don’t actually own a stake in a Chinese company if you buy its stock. The VIE structure is such a massive turn off for any serious investor. Even if you think China won’t risk touching the VIE structure (to avoid spooking international investors forever), they still can mess with the companies you “own.” Long term holders of BABA, EDU, TAL, etc. found that out the hard way.
Interest rates have dropped for 40 years so that is like riding a bike down hill. Howard Marks is suggesting we are seeing a Sea Change, where rates will now start to rise over a long period of time like from 1060 to 1982. That was a much more difficult time for people in general - goods are more expensive and we wanted pay raises to keep up. I think the employment structures are vastly different than 60-82. Employment is not in a good bargaining situation since machines can take over your job pretty easily. Add on the amount of debt everywhere and climate change and the next ten years are not going to be incredibly difficult. Maybe more like riding a bicycle up hill instead. Me- age 68, well off, and still working, think a better bet is to look more at income producing investments. As an example of a few I own (I am willing to do lots of research and take on additional al risk: EC, PEY (Peyto), PBR, SACH, LUG, TAL (petrotal), FLNG No banks (I can't determine risk), bur of course MSFT, GOOG, AMZN which will go up regardless of rates. Just my thoughts - stockbroker 40 yrs. Do your own research.
Wow! A graph from Yahoo Finance! Truly irrefutable! Do me a favor yung'in and go google Deer Consumer Products, Luckin Coffee, TAL education or any other countless examples. Guess what? They all had impeccable financials that also beat analyst estimates! Who would've thought that it's not so difficult to beat expectations when you can fabricate all of your numbers! Let's talk about how their [list of subsidiaries](https://www.sec.gov/Archives/edgar/data/1857816/000119312522190279/d160437dex211.htm) are just a bunch of shell companies that they are "buying", such as this brilliant company [with 4 employees](https://i.imgur.com/6CfPwfB.png), or this wonder $85mm acquisition they just made (to get that lovely California headquarters that instills such an air of legitimacy!) where [the company was in bankruptcy 2 months prior, and at latest had less than $500k total revenue](https://i.imgur.com/Otr8NGS.png). A supposed $1bn+ company making $10mm acquisitions.... mhmmm.... Yuuuuuuup. Seems legit to me!
Anyone checking out TAL? Up 50% in one month and climbing
TAL has gone up 50% in the last month and still moving. Check it out.
There are 3 that actually are still doing good since 2021. X, TAL, AAOI. I paid btwn $4-6 so since inside so low I'm up so much 😂. If only they could be like Nvidia. So tempting to sell, but I just don't for those, if I only i bought more of those back then. I made a few bad ones back then and I wasn't monitoring much until Dec so I still can't sell 2 since for a whole yr they are basically 0, no longer on the market, OTC trading. So if they never get to even $1 I'll always see them there
Investors see China's action vs certain companies (restrictions on the business of EDU, TAL--see a 5 yr chart), and their restrictions on gaming companies like NTES and TCEHY, and get scared off. YNDX's abrupt delisting after Russia's invasion of Ukraine also makes investors wary of totalitarian regimes.
Even my sketchiest picks are grinding up, clearing \~£1.5k a week for last two weeks. CLIG ascending 10% carrying a quarter of my port was a highlight. Building a position in TAL, aiming for cost basis below c$0.75 Feels like the sudden dump must be coming.
The one hit the hardest was TAL, I also had nio and a few other tech related ones
Time to buy more TAL and BABA
I've only ever used the fidelity platform. But I have my 401k, rollover IRA so just convenient for me. If you don't have any investments yet fidelity doesn't charge for their mutual funds. They have over 100 of them though 😂. I have a few of those and then a bunch of stocks. This wk the market all over went down a bunch and started picking up again after the holiday. Sometimes you can find a cheap stock that might be good long-term. Look up X and TAL stocks, I bought way back in 2021 so even though it went down this wk I'm up a lot. Under $5 back then for some work, some just don't do well so just gotta monitor them. But I suggest either mutual funds since they are less risky and if a good fund it pays better than stocks. Small stocks you're not putting a lot in if they didn't do well. I look at graphs over a yr to see how they were performing. On fidelity I also put some on watch list to see how they are doing
China cracked down on all their after school education companies last i heard. I know some big ones like TAL took a huge hit from it. This was a few years ago so I wonder if they are bouncing back finally.
If it were an American company it would be super undervalued. But a lot of fund managers learned over the last few years that it’s just not worth the trouble to invest in Chinese companies/ADRs. To get a better idea, look up $TAL and what happened in 2021 to see how risky it can be to be invested in a chinese company
Anyone watching TAL? Up 30% in the past 3 months and still climbing.
Look at the action on TAL this month, good lord
Very relevant in connection with Hello Group (MOMO) is falling by 10% on an excellent report. Falling - its permanent condition this stock, despite the huge dividends, the profitability of the company, good prospects and the absence of debts. Although there is an opinion that the 3-year fall was a manipulation of management and MM, in order for the company to make a $60 million buyback with an average of 4.72 (2 times lower than the current price). At the same time, the pre-bankruptcy and unprofitable TAL is growing every day by 10% on absolutely nothing. The surreal and illogical Wall Street casino is much worse than the classic one. It is strange that neither physical investors nor the US Securities Commission are interested in these companies.
1000%. I still want me 🏅 for winning with TAL. Even opened r/0dtechallenge
You will learn your lesson like I did with TAL
Also y’all need to peep TAL. Chinese edu stock. Chart looks insane for a rip
A year ago I had 1400 now I’m at 11000 and I originally put in 7000 2 years ago. Major losses from TAL KWEB and some random Russian stocks I tried to buy a bounce on lol. I had my last 1400 in Russian central bank and sold it all right before they got delisted lol. Went all in on CWEB and KWEB calls and timed the bounce really well and made back to like 5k ish and just trading since. The biggest lesson for me is just make money and don’t lose it and don’t be a pussy.
TAL & PTON regularly fuck their shareholders assholes very hard and bloody
Biggest consumer losers this week >1B market cap: $DADA (-20.4%) $TAL (-17.8%) $LAD (-14.8%) $PTON (-14.4%)
Or from the TAL episode from 14 years ago which was part of launching Planet Money: https://www.thisamericanlife.org/377/scenes-from-a-recession/act-two-3
TAL Education group and Gaotu Techedu are prime examples. Education companies were massive in China, gov just one day said "Nah. No more private schools"
Not nationalized but look up $TAL and $EDU.
hello They saw the rise of TAL in these last days, I think it is already going for $20 to close that gap
It’s wild that he is the reason Chinese stocks went up so high to the highest heights February 2021. He was bragging about being responsible for pushing the stocks up. Stocks like TAL hit insane valuations and then he gets greedy and TAL plummets and then China bans education and TAL goes so insanely low. If he had just switched directions and started shorting, he could have successfully pumped and dumped Chinese stocks and made himself the richest person in the world.
$TAL went from $70 to $2 so this one might be misleading.
[I TRYED TO TAL YOU](https://www.reddit.com/r/wallstreetbets/comments/10vz3jm/daily_discussion_thread_for_february_07_2023/j7leyf6/?context=3) 😏
Definitely out. BTW, how can I get my 0dte medal for TAL win?
Got 30k loan from Citi to get $GDRX and $TAL 😂 https://preview.redd.it/od9m343olhda1.png?width=3212&format=png&auto=webp&v=enabled&s=fe1903bb95f75f012c963995b898ebaeac8edeaa
You should check their numbers. Compare with bigger dragons like TAL or EDU. Delisting fear is gone, so all CH stocks are starting their rally. US tech rally is over. Inflation is better ik CH than other markets. EDU ban is only for K12, there are still a lot of courses to be given for above 12 year olds 😃 Also, the (false) allegations of fraud have been cleared by the SEC very recently, it's published by the SEC, you can read it up! Don't want to push anyone investing into this stock though, you should feel comfortable. Sometimes you really just want to share the happiness you feel when you are getting this dopamine hit from this rollercoaster, but I rather share it anonymously online, than sharing it with friends and possibly impact relations. So thanks for the positive note mate!
Take that back about my boy Xi Jinping. TAL is up 100% in the last 3 months and I'm balls deep in it.
>It is possible that market makers are recruiting incompetent people in order to manipulate the markets. For example, if a company like TAL is about to go bankrupt, there may be a pump of its shares in order to artificially increase their value. This benefits the shorts, who can then sell at a higher price and make a profit. The downside is that it hurts the physical holders of the stock, who may see their investment lose much of its value.
TAL 3000 shares @ 20 price. Gapped down to 10 $ per share and I sold on the way down at around 8. LOTZ 30000 @ 1.9 average, still holding.
Anyone invested in $TAL? The price is rising so fast. Can you help me to promover the TAL? The new GME!
TAL casually up 80% in last month
Been in this ticker for more than a year, constantly selling and rebuking to increase share count. It finally started it's well-deserved move. It's one of the few for-profit EDU companies and compared to TAL they are in a much better position.
Hello all. I'm 23 and I have received options as inheritance. My income rn is from being a broke grad student(25k) and I live in Iowa. I wanna take risks but not like 100%. I wanna balance out the risk to safe. Is there any resources to learn about options trading? Specific options expiring Jan 2023 APPS $35 call, ATER $3.5 Call, DOYU $5 Call, DOYU $2.5 call, EDU1 $5 call, EVFM1 $1 call, GOTU $10 Call, GOTU $12.5 Call, TAL $20 call, TME $5 call
I don't know what the fuck TAL does but i know its gynese and it goes up
>I recommend the following plays: 1. UBER float used: 239% FCF yield: 29% Exp. Cash: 150M Thesis based on factors: Close to value Play: 12/23 27C @ 1.08 2. TAL Float used: 92% FCF yield: -27% Exp. cash:-348M Thesis based on factors:: Overvalued Play 12/23 6P @ .63 3.. WMB Float used:: 69% FCF yield 27%.Exp,Cash 10BThesis based on factors overvaluedPlay12/233P@65 4.. MPC Float used 72 %FCFYield 8%,Exp 106BCashThesisbasedonfactorsovervalue dPlay12 / 23100 P @ 1 06 XOMFloatused 87 F CFYiel d13X.,335 BcashTh esisbasedonfa ct orsclose t ovaluePla y1 2 / 2 3108 C@110 SIRIFloatused122'oCFYieI21',7 BCas hThe s isb asedon fact or sslightlyunderval ue play :1211 5p
|Tickers of interest|| :--|:--| |\*\*UBER\*\*\*\*Float used: 239%\*\*\*\*FCF yield: 29%\*\*\*\*Exp. Cash: 150M\*\*\*\*Thesis based on factors: Close to value\*\*\*\*Play: 12/23 27C @ 1.08\*\*|| |\*\*TAL\*\*\*\*Float used: 92%\*\*\*\*FCF yield: -27%\*\*\*\*Exp. cash: -348M\*\*\*\*Thesis based on factors: Overvalued\*\*\*\*Play: 12/23 6P @ .63\*\*\*\*\*\*\ || |\*\*WMB\*\*\*\*Float used: 69%\*\*\*\*FCF yield: 27%\*\*\*\*Exp. Cash:10B\*\*\*\*Thesis based on factors: Overvalued\*\*\*\*Play: 12/23 33P @ .65\*\*|| |\*\*MPC\*\*\*\*Float used: 72%\*\*\*\*FCF yield: 8%\*\*\*\*Exp. Cash: 106B\*\*\*\*Thesis based on factors: Overvalued\*\*\*\*Play: 12/23 100P @ 1.06\*\*|| |\*\*XOM\*\*\*\*Float used: 87%\*\*\*\*FCF yield: 13%\*\*\*\*Exp. Cash: 335B\*\*\*\*Thesis based on factors: Close to value\*\*\*\*Play: 12/23 108C @ 1.10\*\*|| |\*\*SIRI\*\*\*\*Float used: 122%\*\*\*\*FCF yield: 21%\*\*\*\*Expect. Cash: 7B\*\*\*\*Thesis based on factors: Slightly under value\*\*\*\*Play: 12/23 6P @ .15\*\*|| |\*\*XPEV\*\*\*\*Float used: 204%\*\*\*\*FCF yield: -16%\*\*\*\*Exp Cash: -11B\*\*\*\*Thesis based on factors: Overvalued\*\*\*\*Play: 12/23 9P @ .37\*\*|| |\*\*CGC\*\*\*\*Float used: 95%\*\*\*\*Exp. Cash: -4M\*\*\*\*FCF yield: 8%\*\*\*\*Thesis based on factors: Overvalued\*\*\*\*Play: 12/23 3P @ .26\*\*\ \*\*Trading Thesis : Tracking the float along with daily volume along with company financials helps to narrow down moving tickers\*\*Fundamental and technical analysis is often used to find growth tickers and information about them. Fundamental analysis looks to see whether an investment is overvalued or undervalued based on underlying economic conditions, as well as the finances of the company or other organization that issued a stock or bond. Technical analysis instead looks at patterns in the price of an investment to predict future movements in that investment’s price.\*I look for tickers that are trading at least 2 million in volume a day, with a Market-cap of no less that 500 million.\*\*The shares traded are compared to the average volume to determine how much of the float is used ( Or shares traded). That information is compiled with data on how profitable the company is and how much cash do they have compared to what is expected.\*\*\*Things to consider when finding the plays-\*\*If the stock volume has traded 1 million or more in volume premarket, I will use that and calculate a rough estimate on what the stock will trade for the day.If the ticker looks to be trading more volume than the day before, I would consider it for a long play. If trading less than the movement of the ticker, I would consider a short or put play. ( If all the other factors previously mentioned checks out. )The trades are researched afternoon daily To find possible tickers making a big move.||
# Tickers of Interest - TL;DR **Gamma Max Cross** * [NEM](https://options.hardyrekshin.com/#NEM) 01/20 47.5P for $2.05 or less * [KGC](https://options.hardyrekshin.com/#KGC) 01/20 4P for $0.10 or less * [TAL](https://options.hardyrekshin.com/#TAL) 01/20 5P for $0.35 or less * [HL](https://options.hardyrekshin.com/#HL) 01/20 5.5P for $0.35 or less * [TEAM](https://options.hardyrekshin.com/#TEAM) 01/20 135P for $9.90 or less **Delta Neutral Cross** * [XBI](https://options.hardyrekshin.com/#XBI) 01/20 82P for $3.15 or less * [SPLK](https://options.hardyrekshin.com/#SPLK) 01/20 90P for $6.20 or less * [COST](https://options.hardyrekshin.com/#COST) 01/20 505C for $20.70 or less * [AKAM](https://options.hardyrekshin.com/#AKAM) 01/20 95P for $3.80 or less * [NOW](https://options.hardyrekshin.com/#NOW) 01/20 420P for $21.95 or less # Trading Thesis - Why These Crayons Taste Better Technical analysis and indicator based trading tend to use past price performance in order to predict important price levels today. This analysis is based on the current option open interest. With that option open interest, it calculates portfolio-level greeks--notably Delta and Gamma. More importantly, once the portfolio level greeks are established, I can now simulate the change in greeks at different price points. From there, I can find the price levels where portfolio-level gamma is the highest, and the portfolio-level delta is close to 0. For some tickers, the underlying price reacts strongly off of delta neutral, gamma max, and sometimes both. It's the reaction off of these price levels in the past that is being used to drive trading signals. The plays and target entry prices given are calculated using a binomial option pricing model that reflect the expected size and duration of the reaction from gamma max or delta neutral. A lot of these plays are profitable by underlying moves in stock. The best plays benefit from the directional move as well as the increase in IV. # Notes - Something to give you a new wrinkle * If the price has moved past the entry price, exercise caution. Something changed between the time these plays were generated and market open. * Look to sell half your position on a double, and freeroll the rest to exit at your discretion. * I tend to risk up to 1% of my total capital on any trades I take. If my conviction is lower, I'll only allocate 0.5% or even 0.25% of my capital to the trade, and dollar cost average in. * The trades were calculated before market open, and so are based on information up to yesterday. Keep that in mind when deciding to enter well after the fact. # FAQ - Because others have already asked. * These plays are mostly puts. Are you a gay bear? * No. It so happens that the companies have had some recent run-up which implies they are overextended. These trades are primarily some form of mean-reversion either toward or away from an important price level. * Are you entering all these plays? * No. There have been a dearth of plays in the WSB morning talks, and so I opened up my bag of tools slightly wider to point out more plays with a probable edge to help lead apes to more gain porn. Go through this curated list of plays, pick the ones you like based on whatever additional analysis you use, and get that gain porn. * You mentioned a new play on the same ticker in the past. What does that mean? * The new play should replace the old play. The old play is likely now invalid and if you haven't entered in, don't chase the price. Remember that a new day's worth of data has been produced and the newer play reflects that data, the older play does not. * Where are the crayons? I only see words. * Click the links above. * Have you back-tested this? * Yes. Results show a moderate Sharpe Ratio (1.7), with an expected win rate of 63% of trades (7% margin of error) * What is the historical performance? * The realized Sharpe Ratio is 1.77 with a 64% win rate. Based on the trade performance so far, there is a 95% chance the expected win rate will be between 52% and 76%. (Stats as of 2022-11-30)
Thank you for the recs. Especially for a non-regurgitated book title. Totally appreciate. Ah didn’t catch that TAL, I don’t actively listen to NPR/PRI as well/much as I used to or should these days. Ah Chancellor- I bet read Devil much too early (perhaps pre-pre-sophomoric mindset those salad days) thank you for reminding me, I’ll certainly revisit it this week — anything else of his besides the thing he did besides that and the 90s retrospective on Marathon ? The first copy of Price of Time rather recently came across my line of sight, but I guess I glanced askance— worth it?
TAL and EDU. Chinese education companies that bit the dust during the CCP crackdown. Bought them as a complete lottery ticket but I'll be darned if they haven't been my best performers of the year.
>China is moving more and more towards nationalism. So are other countries, Italy, America, UK (i.e. Brexit). >Isn’t China’s goal to eventually displace these and eliminate them? No >These companies really rely on China. Are they doomed? No \----- I mean, I don't know what to tell you, other than you don't really understand what China is about. The After School Training Schools were a social issue growing for many years. Xi talked about it in various speeches. Yeah, they went about it suddenly and draconian - but it also wasn't entirely unexpected. Ask anyone who worked in the industry and everyone would agree that it was an absolutely f\*ed up situation. Basically, it was needed regulation, but horribly implemented. In terms of everything else you said - there's zero reason for the CCP to care about this from a social or economic perspective. Xi and other government officials haven't really mentioned anything about this. If anything, they've talked about deepening high level reform and opening up. So....No idea what the point of this post is. Plus, EDU and TAL are up from their lows. I'm already up 50% on EDU. Point being, if you know what you're doing, you' can make money. If you don't know what you're doing, you're gonna be screwed. This is like 9,9999x truer for China than any other country.
Made money on BABA puts and TAL calls....only time I touched Chinese stocks.