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What's the sub take on governance and Zhou Yahui himself?
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Specially, the company is a subsidiary of a Chinese company, so there's all the VIE stuff.
I looked at 10, tought the valuation was insane of cheap, now at 8 it seems even more (specially because of cash, EV is down more than 20%), but I can't create a mind around governance and the people around the stock.
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