External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

Equity Bottom-Up

Key points (machine generated)<ul><li>ATRenew's market capitalization has dropped 79% since its IPO in mid-2021 due to factors like the pandemic and economic slowdown.</li><li>The company's shift to direct retailing of refurbished devices has led to skepticism about profitability and minimal analyst coverage.</li><li>Despite challenges, ATRenew shows potential for growth with an expected CAGR of 23.4% over the next four years.</li></ul>This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Key points (machine generated)ATRenew's market capitalization has dropped 79% since its IPO in mid-2021 due to factors like the pandemic and economic slowdown.The company's shift to direct retailing of refurbished devices has led to skepticism about profitability and minimal analyst coverage.Despite challenges, ATRenew shows potential for growth with an expected CAGR of 23.4% over the next four years.This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Atrenew Inc  -Adr (RERE) - Friday, Jul 11, 2025

Independent Research, Turtles all the way down

Turtles all the way down

Independent Research

Writing short articles about mis-priced boring stocks around the world.

<ul>
<li>I am quite sick so I will keep it short.</li>
<li>I am closing Lufax (LU) here and would at least take something off the table for JD holdings (JD) </li>
<li>Honestly Lufax business is too much of a black box, and the forward PE multiple isn’t low enough anymore for my taste.</li>
</ul>


I am quite sick so I will keep it short.
I am closing Lufax (LU) here and would at least take something off the table for JD holdings (JD) 
Honestly Lufax business is too much of a black box, and the forward PE multiple isn’t low enough anymore for my taste.


China

ATRenew Inc. owns and operates pre-owned consumer electronics transactions and services platform. The Company develops technology-driven pre-owned consumer electronics transactions and services platform. ATRenew serves customers worldwide.

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ATRenew (RERE US)

Atrenew Inc -Adr (RERE) - Friday, Jul 11, 2025

ATRenew, a second-hand electronics retailer, has seen its market cap plummet 79% since its 2021 IPO due to various challenges, but recent financial...

Value Investors Club (VIC)

Chinese Animal Spirits

I am quite sick so I will keep it short. I am closing Lufax (LU) here and would at least take something off the table for JD holdings (JD) ....

Turtles all the way down

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