PERSON DIRECTORY
Jingshu Zhang
Jingshu Zhang appears in 2 indexed conversations across Yet Another Value Podcast. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
Guinea Value's Jingshu Zhang on Fiserv $FISV
Jingshu Zhang frames Fiserv at about $55 and 6–7x adjusted EPS as a reset opportunity, with more than $9 of adjusted EPS expected in 2027 under one of fintech’s strongest teams.AML/KYC regulation, proprietary data, network effects, distribution, and distinct Clover and Toast niches support the case, while paused buybacks, $900M of Q4 debt reduction, limited insider buying, delayed PSU metrics, and Jana’s asset-sale pressure make execution the key test.
Guinea Value's Jingshu Zhang on $EDU
New Oriental’s post-crackdown resilience reflects scarce licenses, restricted advertising and enduring exam demand, while overseas consulting is guided to decline only 4–5%.About $5 billion in cash, a 57% East Buy stake worth about $3 billion and over $500 million in expected next-year free cash flow support asset backing, while AI and 60–70% junior-high retention remain risks.