NetDragon Websoft

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#1
Hi All,

Some thoughts on the EdTech sector in China. 

NetDragon Websoft is a gaming company which also happen to owns some international Edtech names which we thought is interesting and is not valued properly in their share price. 

https://www.weightedresearch.com/p/compa...on-websoft

Enjoy the write-up. 

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OWH

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#2
Continuing to update on 20204Q

We are releasing all our reports on NetDragon Websoft.

Our initial thesis:
https://www.weightedresearch.com/p/unrec...ortfolio-2

Subsequent industry update:
(1) https://www.weightedresearch.com/p/onlin...alue-chain
(2) https://www.weightedresearch.com/p/compa...on-websoft

20204Q Update:
https://www.weightedresearch.com/p/compa...ebsoft-a24

If there is anyone also working on NetDragon, do share your thoughts on the company.

Follow us @ www.weightedresearch.com
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