Amazon, the on-line everything store has an insatiable appetite. For products to sell. For data, to drive sale of products. And ultimately for world domination.
Contributed by FG Alpha Management About Dali Foods Group (3799:HK) (3799:Hong Kong) Dan David, co-founder of GeoInvesting and founder and CIO of FG Alpha Management, spoke at Sohn Hong Kong where he presented a short thesis on Dali Foods (3799.HK). […]
Shares of our Information Arbitrage Pick Golden Enterprises (GLDC:NASDAQ) shot up 58.4 percent yesterday on news that its Board of Directors agreed to sell the company to snack food company Utz Quality Foods, Inc. Note that we sent this email […]
Yesterday, Geo Co-Founder Dan David was on Yahoo TV discussing GeoInvesting’s bearish thesis on Domino’s Pizza Inc (NYSE:DPZ). Domino’s Pizza Downside We continue to believe an additional 34% downside to Domino’s Pizza is possible as this is a highly-leveraged company with negative equity […]
GeoInvesting prepared the following thesis in late April for submission to the Sohn Conference Idea Contest with when Domino’s Pizza Inc. (NYSE:DPZ) shares traded near $138. It was selected as a finalist, so we had to wait to publish the full report […]
Summary A recent visit to the company’s Beijing office shows it is shut down — could NHTC’s China operation be shutting down for good? Sign on the door states the company is “remodeling” as of March 11, 2016 but the […]
Innovative Food Holdings (OOTC:IVFH) acquired The Fresh Diet (“FD”) in August 2014. The purchase price consisted of 10.0 million shares of the company’s common stock valued at $14.0 million and the assumption of a majority of FD’s current liabilities consisting of […]
A newly published article in Chinese media this morning that directly refutes statements Natural Health trends has made and claims that there is a large, ongoing investigation into the company’s business practices