On a July 25, 2016 we published a research note titled SkyPeople Fruit Juice — SPU — Lighting Up U.S Listed China Stocks. We summarized a potential transaction between one of SPU’s subsidiaries, Shaanxi Guoweiduomei Beverage Co,. Limited and a State Owned […]
Note: This research was first provided to our Premium Members when BZUN was trading at $9.45 on August 12, 2016. We also have provided an update at the bottom of this post regarding the discovery of certain SEC guidelines that […]
Colossal declines in the shares of Valeant Pharmaceuticals (NYSE:VRX) and Endo International (NMS:ENDP) wiped out billions of investor capital. The companies’ loose application of accounting guidelines has made the Generally Accepted Accounting Principles (GAAP) vs. non-GAAP (adjusted) debate a hot topic. Unfortunately, when issues […]
This article presents a case study on Evan & Sutherland (OOTC:ESCC), a micro-cap in which information arbitrage has been a recurring theme. Information arbitrage (“InfoArb”) is one of the biggest opportunities in the microcap investing space. It exists when information […]
GameStop Corp, the international video game retailer, is one of the most heavily shorted stocks on the NYSE. It currently trades at a ttm P/E of 8.3 and short interest is in excess of 30%. For years, the demise of […]
Summary We believe we’ve uncovered the most damning reason that MGT Capital Investments Inc. (AMEX:MGT) has given us to be short and skeptical MGT just disclosed that Future Tense Secure Systems, a company that is eligible to receive millions in stock […]
Summary MGT Capital Investments (AMEX:MGT) Is slated to issue 43.8 million shares, currently valued at over $150M, to purchase assets of software companies D-Vasive and Demonsaw. That works out to about 191% dilution to the current share structure. As of March […]
Last Night Bloomberg Asia interviewed GeoInvesting’s Dan David about Tech Pro Technology (HK3823). He explained how GeoInvesting came about the story and parlayed the conversation to the current state of affairs in the Chinese markets. In essence, he tells Bloomberg’s Betty Liu […]