On September 8, 2020, GeoInvesting invited the Chairman and CEO of Origin Agritech Limited (NASDAQ:SEED), Mr. Gengchen Han, and his new IR manager, Joe Ramelli of Ramelli Asset Management to a live discussion and Q&A. We were pleased to also […]
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). […]
GeoInvesting Premium Members Received this Note on July 5, 2016 – to join our community, click here. With the recent run up in BSPM shares, we wanted to perform some due diligence of our own to try and confirm the […]
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 […]
The Wingstop Inc. (NMS:WING) short thesis is easy and logical. The company is playing in a maturing segment of the restaurant industry with negative shareholder equity. We think this stock with a forward P/E of ~45 will revert to the mean. […]
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 […]
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