The Skeptical
Investing Blog

CZBS received a substantial capital infusion under the Emergency Capital Investment Program (ECIP) at a preferred dividend cost of 0-2%. Despite a 300% rise in share price over the past two years, we think the stock still has room to run.

China’s recent government interventions have sparked a rally in stocks, raising hopes for a sustained turnaround. However, while the measures are a positive step, their impact may not be substantial enough to address the country’s deeper structural issues.

BZ, a ticker we explored in depth over a year ago, has recently experienced a notable selloff. The stock price, which had been performing well in the first half of 2024 due to strong Q1 earnings, began to decline in May amid concerns about weakening recruitment demand caused by macroeconomic headwinds. We think that long-term investment theses remain intact and that it might be an opportune time to buy the dip.